Shadowridge Asset Management

Because financial journeys are best traveled with friends
Shadowridge Asset Management

Client Experience

Meet with us! Every client relationship begins with a personal interview either in person, virtually, or by phone. We want to know our clients and what they are looking for — both in an advisor...

Investment Management

Shadowridge distinguishes itself from many investment advisors you will encounter by our risk-managed, tactical approach to investing. We do not believe in passive, buy-and-hold portfolios. We believe bear markets are an inevitable result of combining...

Financial Planning

Through financial planning, we help clients bring their financial lives into focus, allowing them to experience clarity and organization. Our values- based process is designed to empower clients to make better financial decisions by taking...

Meet With Us

By combining a risk-managed investment approach with financial planning support from professionals who genuinely care about your long-term success, Shadowridge helps you build a secure financial future and facilitate the freedom to focus on what you enjoy in life.

We hope you will join us for the journey.

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Our Professional Affiliations Include:

CFP logo
CMT Association