Shira Ridge Wealth Management

Shira Ridge Wealth Management, established in 2000 and based in San Rafael, CA, offers financial planning and asset management services to individuals, families, and small business owners. The firm emphasizes continuous account supervision and tailors investment strategies using ETFs, mutual funds, and other securities. Clients receive personalized financial plans covering areas such as investment, retirement, estate, tax, and education planning. Shira Ridge operates on a tiered fee schedule based on assets under management, ranging from 0.25% to 1.00% per quarter. The firm is a fiduciary, obligated to act in clients' best interests, and manages over $323 million in assets for 278 clients. Shira Ridge does not participate in wrap fee programs and requires a minimum initial investment of $1,000,000. Investment strategies focus on diversification, tax efficiency, and due diligence on mutual funds and ETFs. The firm conducts fundamental and technical analysis to guide investment decisions, aiming to minimize risks beyond general market fluctuations. Shira Ridge is independently owned, unaffiliated with other financial institutions, and does not charge performance-based fees. Clients have investment discretion, and the firm does not accept referral fees or engage in directed brokerage.