Passionate. Attentive. Resourceful.
Our clients deserve advisors that embody these qualities – advisors like you. Here, you’ll find an extensive toolkit at your fingertips, providing you with everything you need to design optimal strategies for your clients.
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.
It means working in an environment that an advisor like you deserves.
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.
1435 River Park Drive, Suite 504, Sacramento, CA 95815; 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.