Your Team

PASSION

While our individual team members offer different strengths and expertise, our dedication to developing lasting relationships is an attribute shared by all. We believe in helping you assess your financial goals and participate in the management of your finances.
With our record of providing independent advice to individuals and local businesses for a combined history of over 50 years, our team has earned a reputation for consistently offering clear, easily understood explanations and guidance.

There is no hiding a true heart for service. It’s something you’ll see, hear, and feel in every Ledge Wealth interaction, and it’s what defines and ties our team together.

We listen. We get to know you by listening, asking questions. And listening some more. We do not subscribe to a one-size-fits-all investment approach; our wealth management strategies are tailored individually to fit your specific situation.