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.
|Firm Start Year:||2009|
|Name of Custodial Firm:||Fidelity // Schwab // TD Ameritrade // TIAA-CREF|
|Number of Years with Current Firm:||5|
|Work Experience:||As the Managing Partner of Private Ridge Wealth Management, I have 21 years of investment experience. I've worked with large wire house brokerage firms, regional and national banks, and with independent firms, so I understand the benefits and drawbacks of working with each.|
|I work with the following types of clients:||Family Limited Partnerships, Individual Investors, Businesses|
|Investment Types:||Mortgages & Real Estate, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, At your home, Video Conference, At your office, Via phone, Via email|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee, Hourly, Based on Assets|
|Bachelor of Science in Economics - Economics / Minor in Mathematics||
University of Tennessee at Chattanooga
Fall 1992-Spring 1997
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).
Financial Advice & Consulting
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.
Financial Planning for Individuals
For individuals, it is important for us to understand why you are investing... what are your goals, dreams and fears. What shapes your emotions and what drives your desire to invest. Once we understand why you are investing, we can help you determine how to invest.
Financial Planning for Businesses
Businesses and business owners face unique challenges... investing for retirement, while also building and expanding your business are difficult challenges to face. How to retain top employees, offer valuable benefits and managing your own future are all part of a comprehensive wealth management plan.
|Mon.||7:30 AM - 6:00 PM|
|Tue.||7:30 AM - 6:00 PM|
|Wed.||7:30 AM - 6:00 PM|
|Thu.||8:00 AM - 4:00 PM|
|Fri.||8:00 AM - 4:00 PM|
|Sat.||9:00 AM - 12:00 PM|
|Signal Mountain||Soddy Daisy|