About Wealth Ridge Planning
Dedicated to creating lasting relationships with our clients based on trust and independence.
Helping you work toward financial independence through planning
We want to spend time with clients to determine their goals and objectives, time horizon, and risk tolerance, and help them make suitable financial decisions for their future.
Our mission is to build a long-term relationship as your trusted and knowledgeable advisors. We aim to accomplish this through education, training, integrity, and outstanding client service.
No one strategy fits everyone
Every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Anticipate & Adapt
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
A Clear Roadmap
Providing a true roadmap with milestones so you know where you are on your path to financial well-being. Our goal is for you to have clarity and a clear understanding of your options. Clients tell us what makes us distinct is our availability and accessibility.
Informed & Confident
Keeping you informed of investment opportunities while striving to mitigate risk, providing you with one less thing to worry about. You can be confident that you are truly collaborating with an experienced, qualified partner.
A financial advisor in three western Wisconsin cities
Meet with us in Black River Falls, Eau Claire, or Whitehall. Each office is Wealth Ridge Planning — choose the city that is easiest for you.
Financial Advisor in Black River Falls, WI
609 Hwy 54, Suite 300, Black River Falls, WI 54615
Visit this office Eau Claire officeFinancial Advisor in Eau Claire, WI
4330 Golf Terrace, Suite 217, Eau Claire, WI 54701
Visit this office Whitehall officeFinancial Advisor in Whitehall, WI
18539 Dodge Street, Whitehall, WI 54773
Visit this officeMeet the team behind your plan
Get to know the advisors and specialists dedicated to your financial well-being.