Founded in 2004 and based in Providence, Rhode Island, Shira Ridge Wealth Management is an independent, fee-only firm that acts as a fiduciary for its clients. The company specializes in comprehensive financial planning, investment management, retirement planning, and estate planning. Their stated mission is to help clients build, manage, and preserve their wealth by creating customized financial roadmaps and offering objective, tailored advice to help them achieve their financial goals.

Founded in

United States