Advise with us | Sierra Ridge Wealth Management

The Sierra Ridge Experience

Working with us means more than just gaining access to our diverse portfolio of partners and resources. It means working out of an office space designed to seamlessly blend comfort and productivity. It means aligning yourself with a firm dedicated to providing you with complete, all-around support whether you’re in or out of office. It means surrounding yourself with colleagues who share your passion and drive.

Transition Support

Dedicated team to help you complete your transition in the first 90 days
All paperwork completed, sent to client and processed by our team
Transition Marketing Material including: Press Release with national publications, fliers, and business cards

Office Support

Use of Sierra Ridge Branch Offices and Conference Rooms
Desktop Phone System with Zoom account integration
Internet/Printer/Fax
Technology including CRM

Administrative Support

Administrative Assistants that handle all aspects of paperwork generation and processing
All NIGO paperwork handled

Compliance Support

All OSJ Supervision completed by Sierra Ridge Staff

Portfolio Management

Investment Team including CFA, Portfolio Manager Associate & Trader
Six advisory strategies with different risk models
Each model is fully customizable
Trades, rebalancing, and tax loss harvesting

Marketing Support

Access to Marketing Team
Marketing Coaching
Customized Marketing Material
Website Design including SEO
Social Media Support
Event Planning

Technical Support

Access to third party IT Support Team

Payroll & Benefits

Payroll System for support staff
Group Health Insurance

Dedicated Resources

At Sierra Ridge, we want you to have the freedom to focus on your strength, and our network of partners and resources is curated around that ideology. From a CFA and a paraplanner who work exclusively at our branch to an in-house CPA and estate attorney, we strive to provide you with every resource you need to craft refined planning strategies.

Let’s Get Together

Client/advisor relationships shouldn’t be confined to an office setting. We want to connect with you on a more personal level, and for us that translates to showing you a good time. Not every firm takes the time to plan high-end events for their clients – but then again, not every firm can be like us.

Check the background of this firm on FINRA’s BrokerCheck.

915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
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