Your interest first. ALWAYS.
The Trust You Require to Build, Protect, & Distribute Wealth
Thank you for pausing and getting to know our firm a little better. We exist for one reason, to help others.
Our role is often thought of like a personal CFO who seeks to develop the trust required to become the client’s go-to resource for everything financial and then some. When partnering with Ledge Wealth, individuals will find unbiased opinions on financial matters, independent thought brought to their investable net worth, long-range planning, and so much more.
Our approach of limiting client/advisor ratio and dedication to quick responsive service continually pays off. We remain committed to this boutique firm feel while simultaneously offering investment solutions and advice on par with the largest financial institutions in the world. Above all, clients can trust us to deliver objective, independent advice and to always put their interests first. Clients can attest that we spend considerable effort coordinating the big picture for them, connecting our clients with experts that we trust in the major areas of finance – investments, risk protection, tax, and legal.
We love what we do, and it is my hope that if you’ve landed here, you are finding a different attitude towards what it means to truly manage wealth.
To serve is a noble profession. We have a sense of obligation and a theme of genuine care for the people we serve. In an industry that needs change we believe we can make a real difference. Please let us know if there are questions we can answer if you are looking for a new way to build your legacy. Together, we can strive to put the right characters in place to assure your assets progress in a purposeful and meaningful way. Afterall, it’s so much more than money – it’s your legacy.
Founder and CEO