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.

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Our Professional Affiliations Include:

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CMT Association