Who We Are
At Ridgeline, we understand the challenges faced by business owners who want to mobilize their wealth and live a life of purpose. We specialize in financial planning and investment management for business owners who want to build wealth and make a lasting impact on their families and communities. Our team of seasoned professionals has years of experience in financial planning, investment management, and law, and we are dedicated to providing personalized guidance and support to help you achieve your financial goals.
Our Focus
We focus on serving legacy-minded business owner families who want to steward, grow, and multiply their wealth. Our clients are driven by a desire to make a positive impact on their families and communities, and they understand the importance of careful financial planning and investment management.
Our Process
At Ridgeline, we use a unique, three-step process to help you mobilize your wealth and achieve your financial goals. Our process is designed to help you build wealth, reduce taxes, and make wise financial decisions.
Step 1: Family Wealth Strategy Goals
In this initial step, we work with you to clarify your financial goals, needs, and concerns. We use a proprietary assessment tool to help you identify the most pressing topics on your mind and develop a clear understanding of your financial priorities.
Step 2: Investment Strategy Goals
In the second step, we help you organize and optimize your investment accounts into "purpose" categories. We assess your risk tolerance and time horizon to ensure that your investments align with your financial goals.
Step 3: Tax & Wealth-Building Strategy Goals
In the final step, we provide you with a customized plan to reduce your taxes and build wealth. We use sophisticated strategies and tools to help you achieve your financial goals and make tax-wise decisions.
Ongoing Guidance
Once you've achieved your financial goals, we provide ongoing guidance and support to help you stay on track and make adjustments as needed. Our process is designed to be flexible and adaptable, so you can focus on what matters most - your family, your business, and your community.
Our Team
At Ridgeline, we're passionate about helping business owners mobilize their wealth and live a life of purpose. Our team of experts includes:
- Caleb Huftalin, CFP, Director of Wealth Management
- Steve Hofmann, JD, CPA, CFP, PPC, Director of Wealth Planning
- Brandon Catrett, Wealth Advisor
- Carron Schmick, Direct Investments Specialist
- Diane Pascua, Client Process Manager
- Nathan Coons, Operations Specialist
Frequently Asked Questions
We're often asked about our ability to work with clients across the United States. The answer is yes - we're intentionally location-independent, thanks to cutting-edge technology that allows us to work with anyone, anywhere. We're fiduciaries who prioritize our clients' best interests, and we're committed to providing exceptional service to help you achieve your financial goals.
Overall Experience
The reviewees have had a consistently excellent experience with Caleb and Ridgeline Private Wealth. They praise Caleb's professionalism, knowledge, and approachability, and express appreciation for his ability to listen to their concerns and create customized plans to meet their individual needs.
Key Qualities and Strengths
Caleb's team is described as proactive, knowledgeable, and trustworthy. They are commended for their ability to connect with clients, provide sound financial advice, and empower them to make informed decisions. Caleb's approach is characterized as objective, methodical, and transparent, which puts clients at ease.
Services and Expertise
Caleb and his team have expertise in a range of services, including tax planning, retirement planning, and wealth management. They have helped clients create customized plans to achieve their goals, whether it's maximizing tax savings, managing debt, or achieving financial freedom.
Communication and Client Service
Reviewees praise Caleb's willingness to listen, respond promptly to questions, and provide clear and concise explanations of financial concepts. They also appreciate his team's efficiency in processing paperwork and responding to client needs.
Expertise for Small Business Owners
Some reviewees specifically highlight Caleb's expertise in working with small business owners, noting his ability to develop tailored plans that meet their unique needs and goals.
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