Our Service

You have goals. We help you achieve them.

Your time is valuable and important, whether it’s spent with family, friends, or pursuing your passions. At Rydge, we understand your unique 'Y' and provide comprehensive wealth management services to help you reclaim your valuable time. By outsourcing your financial affairs to your family’s CFO, we ensure your financial strategies align with your deepest aspirations, allowing you to focus on what truly matters to you.

What to expect when working with us:

1.

Financial Planning

When we bring on a new client, we go through an extensive discovery process to learn more about your unique circumstances, goals, and aspirations, your ‘Y’. We work to find out what your current financial picture looks like and where you want it to be in the future. We then create a comprehensive financial plan that outlines actionable steps for you to take in order to achieve your goals and we will be there to support you and hold you accountable along the way.

Minimum investment amounts do apply*

Whether it be assisting you with day-to-day financial questions or going through a major life event, we will be there to guide you through each step. Knowing what to do and actually doing it are two separate things, and we are here to connect the dots and help you take action. Becoming a wealth management client typically begins with rolling over any applicable investment accounts that would then be reallocated and managed on an ongoing basis. Beyond the development of the plan and targets, we would then continue to meet regularly (quarterly, semiannually) to review your plan, your progress towards your targets, your investment accounts, and any other financial/tax challenges or questions that you have at that time. Not only is tax planning included in our wealth management service, but we also offer annual personal & trust tax preparation and filing.*

2.

Ongoing Wealth Management

3.

Financial Stewardship Coaching

A frightening number of families lose their wealth within one generation and a vast majority within two. Thus, one of our primary areas of focus is coaching our clients to be stewards of family wealth and active directors of their own legacy. This will include discussions on how to effectively transfer wealth from one generation to the next, raise children in a way that helps them understand the responsibility of wealth, and leave a lasting legacy that goes against current trends. We are here not only for you but those who come after you.

Helping you through

all of life’s stages:

Wealth Accumulation

  • Investment Management

  • Employee Stock Planning

  • Career Benefit & Compensation Review

  • Saving for Retirement

  • Saving for Education

  • Estate Planning

  • Cashflow

  • Debt Management

  • Insurance Planning

  • Tax Planning & Preparation*

Retirement Planning

  • Investment Management

  • Retirement Account Review

  • Social Security Income Selection

  • Annuity Planning

  • Retired Minimum Distribution Planning

  • Estate Planning

  • Insurance Planning

  • Long-term Care Planning

  • Tax-Efficient Income Distribution Scheduling

  • Tax Planning & Preparation*

Post Retirement

  • Investment Management

  • Budget Analysis

  • Retirement Plan Account Consolidation

  • Required Minimum Distribution

  • Estate Planning

  • Gifting

  • Charitable Donations

  • Tax Planning & Preparation*

  • Wealth Transfer Planning

  • Legacy Planning

We continually review your portfolio, risk, debt, emergency fund,

and estate plan throughout the year no matter what stage you’re in.

Start Your Journey to Financial Confidence