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...

Client Experience

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

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.




Recent Blog Posts

Roth IRAs for Kids
As parents, we have a responsibility to teach our children...
Read More "Roth IRAs for Kids"

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Our Professional Affiliations Include:

 
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CMT Association