Ridgecrest Wealth Partners is an independent financial planning and wealth management firm.
We view ourselves as your partner in managing your wealth and our independence means we work directly for you. These key partnerships allow us to be a sound and dedicated firm, always focused on your best interests.
We are rooted in relationships and focused on clients first.
We commit to really listening to you and to working alongside you for the long-term, navigating your changing needs and preparing for what is ahead.
Inspiration for our firm name.
Ridgecrest is a scenic stretch of road on Mt. Tamalpais in Marin County, California and is known for its majestic vistas of the Pacific Ocean and the San Francisco Bay Area.
The rolling terrain and panoramic views make it a popular destination for sunset seekers, hikers and cyclists. Ridgecrest has been an important destination for our family and friends for decades. While we always enjoy an adventure on Ridgecrest we also know how important it is to be safe on the steep trails and mindful of the potential for changing weather. Similar to investing in the markets, one needs to study the forecast but also plan for changing conditions as they will certainly come. Enjoy the journey, but always be prepared – we will be.