Company Overview
- Headquarters
- 259 East Michigan Avenue, Suite 105, Kalamazoo MI
- Website
- clearridgewm.com
- Phone
- (269) 381-1700
- Employees
- 2
- Founded in
- 2014
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Clear Ridge Wealth Management
Clear Ridge Wealth Management is a privately held investment management firm located in Kalamazoo, Michigan. They employ 3 individuals and generate annual revenue of $2.5 million. Clear Ridge Wealth Management specializes in providing investment management and financial planning services tailored to individuals, families, and institutional retirement plans. Their expertise lies in guiding clients towards making informed investment decisions, optimizing income and estate tax strategies, facilitating seamless asset transfers to future generations, addressing concerns regarding asset protection, and assisting with strategic charitable giving. Operating as an independent, fee-only Registered Investment Advisor, Clear Ridge Wealth Management prioritizes transparency and client-centric solutions. Individuals interested in learning more about Clear Ridge Wealth Management's services can visit their website at clearridgewm.com.
Company Leadership
Clear Ridge Wealth Management Industry Tags
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |