Shira Group
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Whether you are looking to retire or "rewire, " having an intentional plan can reduce feelings of financial uncertainty. Shira Ridge helps clients develop personal financial plans and wealth management strategies that are tailored to reach goals. A good plan contains meaningful information, actionable recommendations, and should be reviewed and updated regularly.

Wealth management is a core principle of healthy financial planning at Shira Ridge. We'll help you create a plan designed to meet your goals as well as needs, with realistic strategies to enable your financial success in an investment-advisory role that is part financial planning, part portfolio management, and uses a mix of investment types.
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Shira Ridge uses multiple investment strategies that are designed with an understanding of and respect for the ups and downs of financial markets to provide you with peace of mind. Shira Ridge will honor our relationship and acts as a collaborative partner as we explore, define, and create a path to help you reach financial goals.
Laurie began providing financial advice and wealth management services to individuals in 2006. Before starting her business, she spent nearly two decades with several investment companies. In 2000, she left 20+ years of corporate management to establish Shira Ridge Wealth Management.

The name evolved after Laurie's personal journey in 2005 to Africa to summit Mount Kilimanjaro, as she was struck by the numerous parallels - journeying safely to get to the top of a mountain compared to journeying on your financial path to reach your own personal destination (retirement, financial confidence, legacies, etc.)
The heart and soul of what Shira Ridge does is financial planning and wealth management because it helps to bring intention, confidence, peace of mind, and success to our clients. We love what we do and promote a culture of commitment to our clients and their goals. With a Certified Financial Planner on your team at Shira Ridge, you can rely on our commitment to the financial planning process, financial education, and professionalism.
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