Shadowridge Asset Management

How We Can Help


At Shadowridge, we believe that every client has the right to be listened to by a truthful advisor looking out for your best interest, with no sales agenda and no condescension.

We believe that financial matters are the #1 stressor in most people’s lives, but that stress can be greatly alleviated by having a proactive financial plan.

We believe that a proactive approach helps people feel more empowered, more comfortable, and more confident in achieving their goals, ultimately creating a happier, more fulfilling life.

We believe that a comfortable financial future IS possible; like a garden, however, it requires time, attention, and work to reap a bountiful harvest.

Where are you in your financial journey?  How can we help you?




Consolidating Accounts


How do I build a cohesive strategy
for all my investments?

Anticipating Retirement

Retirement is fast approaching.
What should I be doing right now?

Maximizing Social Security

Senior Couple Using Laptop At Home

How can I get the most from Social Security benefits?

Managing Trust Assets

Senior Couple Talking With A Consultant

How do I improve my effectiveness
as a trustee?

Financial Planning

Family with insurance agent

Coming Soon…

401k Help

Pretty casual designer working at desk

Coming Soon…