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| Qualified Financial Advisors in Chattanooga, Tennessee | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Bradley D. Church Private Ridge Wealth Management |
5617 Highway 153, Hixson, TN 37343 |
(423) 991-7817 |
Qualifications
CRD# 4044195
FirmCRD# 146051
Series 7, 66
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
5617 Highway 153,
Suite 204,
Hixson,
TN 37343
Phone Number
(423) 9917817
Prior to forming Private Ridge Wealth Management, Mr. Church served a combined total of over 9 years as a Private Wealth Advisor at a national bank and as a Senior Financial Advisor with a national investment brokerage house. With over 20 years of industry experience, Mr. Church heads Private Ridge Wealth Management. Mr. Church leads the investment advisory team and coordinates the risk management and planning department. Mr. Church primarily focuses on individuals and families with a liquid net worth between $500,000 and $10 million. Prior to entering the wealth management industry, Mr. Church grew up in northern New Mexico, where he was an all-state quarterback. Mr. Church played football at the University of Tennessee - Chattanooga, where he graduated with a degree in Economics and a minor in Mathematics. Mr. Church is widowed and has two daughters, Gracie (12) and Ava (11).
Every person that is associated with Private Ridge Wealth Management understands that you invest to realize your dreams and goals - whether it's to enjoy a comfortable retirement, to travel, spend time with family, or simply have the freedom to live life on your terms, you have saved, sacrificed and invested to be able to realize those dreams. At Private Ridge, we understand that you don't invest so you can look at investment statements or performance reports - you invest to enjoy your life. We believe that a sound financial plan focuses on both investment and asset management AND risk management. We provide strategies to help manage and grow your assets while also instituting strategies to protect your assets. What Sets Private Ridge Apart While most firms will offer an investment portfolio and personal service, what sets Private Ridge Wealth Management apart is for every relationship with over $250,000 in net worth, we provide an individualized Investment Policy Statement AND Risk Management Statement. These two documents provide the parameters for why and how we invest, any personal criteria that you wish to designate and a clear explanation of how and why we institute any risk protection initiatives.
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