Many business owners miss out on wealth potential because they don't have time to research unique tax and investment ideas. We guide business owners with specialized strategies to reduce taxes and invest wisely so they can build wealth with confidence. We realize how confusing the black hole of mass, untailored, and conflicting financial information can be-the kind that just doesn't fit your situation.
Business owners deserve personalized wisdom from a guide-a sharp advocate-who is for them. We start with our Peak Planning Index assessment and three guided strategy meetings (in-person or web-based). After getting started, we lead you through a continuous process so you have more time for your family and adventure.
Business owners deserve personalized wisdom from a guide-a sharp advocate-who is for them. We start with our Peak Planning Index assessment and three guided strategy meetings (in-person or web-based). After getting started, we lead you through a continuous process so you have more time for your family and adventure.
Reviews (10)
Gabe Gilbert
Sep 13, 2021
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Caleb and his team have been awesome. As a small business owner, I was focusing all my efforts on the business and not much into our personal financial plan. Caleb worked with us to understand what we valued and where we wanted to go. He put together a roadmap to help us get there and to help us see where we were on the path. It is helped us be much more confident in our future planning and being able to set up our family for success. I would highly recommend his services to anyone who is interested in building wealth.
Erick Douglas
Jan 22, 2021
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When I was looking for a financial planner to help me get on a good path to retirement planning and overall better financial health, a family member couldn't recommend Ridgeline highly enough. At first, I was looking for someone to help me minimize my debt and maximize my savings, but Caleb looks at the "big picture" and took all facets of my financial life into account, including a rental property that I own. From the first call I had with Caleb, he has made me feel at ease and I really appreciated his objective and methodical approach. The best part is that he doesn't just tell you what you should
Jenny Douglas
Dec 19, 2020
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My partner and I are just starting out on our financial planning journey, and I couldn't be more happy with what Caleb has done for us so far helping us work toward financial freedom. Going in, I wasn't sure what to expect, but Caleb put us at ease by his transparency throughout the process, and by allowing us to be in the driver's seat of our financial decisions. He is bringing order to our lives by helping us manage our 401Ks, open our first investment accounts, and getting us thinking strategically about where our money is going. Above all, he is the easiest person to work with and will answer
Mike Ricker
Dec 04, 2020
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As a business owner it is critical for me to know what I (and my company) are good at... and what we are not good at. While we have strong financials we didn't know how to best manage retirement planning for both my wife and I, as owners, as well as our staff. Caleb and his team developed a solid plan for us to follow that was easy to follow. They were able to explain the sometimes complicated issues surrounding financial planning to us in an easy to understand method. I would highly recommend Ridgeline Private Wealth to both individuals and business owners alike.
Mike
Mike
Amie Higginbotham
Nov 12, 2020
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My husband and I have been working with Caleb for retirement and wealth management for 3-4 years. Aside from showing us the tools to reach our goals, he's knowledgeable, responsive and trustworthy. I also referred my parents to him, which not only gives me peace of mind that they are in good hands but also comforting that they are getting sound financial advice as they enter retirement. I wouldn't hesitate to recommend Caleb and Ridgeline Private Wealth to friends or family.
Michael Wirth
Nov 02, 2020
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Caleb does an amazing job! Within a few conversations it seems like you have been friends forever, he has that ability to connect and be someone you can trust to guide you with sound financial advice. One the greatest qualities Caleb has is his willingness to help anyone regardless of their level of investment. He treats everyone the same and gives every client attention going above and beyond in quality of service!
Josh McKinney
Sep 02, 2020
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Ridgeline Private Wealth has been a vital tool in strengthening my family’s finances, both now and in the future. Prior to using Caleb’s expertise, I was not seeing the real potential of what my savings and investments could do. Based on our goals, Caleb created a plan to help us reach those, checking in often and adjusting on a regular basis as the market changes. Caleb’s team has always responded efficiently and securely with any paperwork changes needed along the way. I look forward to having Ridgeline Private Wealth guide me throughout my financial investment journey.
Chad Geaslen
Aug 17, 2020
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Caleb and team have been amazing! From the first moment of contact, I have always felt that Caleb has had my family's best interest in mind. He allows us to be in control, however, we are very confident in his decisions and know that he is all about us succeeding. Although I know he is a busy guy, he always makes time for us and any questions that we have (no matter how dumb that question may be). I highly recommend Caleb and Ridgeline Private Wealth to anyone, especially if you are a small business owner.
David Dempsey
Jul 03, 2020
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I was referred to Caleb several years ago by an associate as I wanted to upgrade my company's 401k plan in order to give my employees more options and flexibility, receive customized financial planning and to maximize potential tax savings connected to the 401k plan. Caleb and his team have more than met my expectations on all of these fronts and continually offer new strategies when appropriate that meet my personal and business goals. Caleb is a true professional and a pleasure to work with. I highly recommend him as both a personal and business financial adviser.
Joe Rice
Jun 12, 2020
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As a business owner, we run a growing fast-paced business and needed a professional to help us turn our business success into an effective retirement plan. Caleb has helped us with incredible tax planning, 401(k), college savings, and other investments. Over the years, Caleb's understanding of tax and financial planning around our real estate, our business, personal finance, and an overall holistic approach to incorporating finances into our values - he's terrific. It's great to see that we are able to achieve our financial goals and have retirement in sight based on working with Caleb the past
