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  • START HERE
  • WHO WE'RE FOR
  • OUR PROCESS
  • OUR TEAM
  • FAQs
  • …  
    • START HERE
    • WHO WE'RE FOR
    • OUR PROCESS
    • OUR TEAM
    • FAQs
    START THE CONVERSATION
    • START HERE
    • WHO WE'RE FOR
    • OUR PROCESS
    • OUR TEAM
    • FAQs
    • …  
      • START HERE
      • WHO WE'RE FOR
      • OUR PROCESS
      • OUR TEAM
      • FAQs
      START THE CONVERSATION
      • START HERE
      • WHO WE'RE FOR
      • OUR PROCESS
      • OUR TEAM
      • FAQs
        • MOBILIZE YOUR WEALTH

          FINANCIAL PLANNING & INVESTMENT STRATEGY

          for BUSINESS OWNERS who want more time for
          FAMILY & ADVENTURE

          START THE CONVERSATION
        • 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 as a business owner.

           

          You don’t have time to make up for lost opportunities stemming from bland advice.

           

          Business owners should have access to personalized, substantial wisdom from a guide–a sharp advocate–who is FOR them.


        • Our Family Wealth Formula® will help you see new ways to reduce taxes, build wealth, and bring clarity to your financial life.

           

          We’ve guided hundreds of families to make wise decisions.

        • WHO WE'RE FOR

          Our typical clients are busy, profitable business owners.
           

          They seek adventure through travel and love to explore the great outdoors.

           

          You'll often find them hiking, camping, overlanding, off-roading, or cruising the world to take in beautiful scenery that few ever see.

           

          Our clients also embrace a unique mission, vision, and set of values.

        • mission

          MOBILIZE WEALTH
          FOR PRICELESS PURPOSES

          vision

          GENERATIONS OF

          FLOURISHING FAMILY

          values

          WISDOM
          SIMPLICITY
          GENEROSITY
          GROWTH

        • OUR PROCESS

          TELL US YOUR STORY

          A phone call or web-based video call with the Director of Wealth Planning to help you and us make an informed decision about taking the next step to work together

          FAMILY WEALTH FORMULA®

          Three steps to help you organize your wealth plus ongoing guidance so you make wise financial decisions, minimize your taxes, and put more capital to work

          FLOURISH

          Experience clarity and peace of mind that inspire you and your family to pursue your purpose and live more abundantly

           

           

        • FAMILY WEALTH FORMULA®

        • We start with our Peak Planning Index™ assessment and three guided strategy meetings (in-person or web-based).

          1. Family Wealth Strategy

          Goals: Address the most pressing topic(s) on your mind; clarify your top financial goals, needs, and concerns; explore your Peak Planning Index™ to dive deeper into key topics

          2. Investment Strategy

          Goals: Organize and optimize your investment accounts into “purpose” categories; assess and establish a risk/opportunity level and the timeline for each category; outline our custom recommendations to enhance your investment strategy

          3. Tax & Wealth-Building Strategy

          Goals: Dive into a recommended idea list for tax savings with an action plan; demo your new Investment and Planning Dashboards; check progress toward your biggest financial goals; simulate your long-term wealth building and income projections
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          NO STUFFY OFFICE

          so you have more time for this

           

           

           

           

           

           

        • Pillars of Perpetual Planning

          After getting started, we lead you through a continuous process so you have more time for your family and adventure.

          1

          Summits

          We periodically prioritize time together to track progress to your goals, talk about new objectives, circumstances, and resources, review your investment strategy, run scenarios, and create meaningful action items.

          2

          Planning Ideas & Actions

          We systematically analyze dozens of wealth-building and tax-saving ideas at key milestones throughout the year and then provide you simple, pertinent next steps at just the right time.

          3

          Investment Due-Diligence

          We continuously monitor and adjust your investments to remain on target for their purpose within your time frame, risk, and opportunity guidelines.

          4

          Huddles

          Life happens, and we're here for you when you need guidance for key decisions or when plans change. Call us, email us, or schedule a time on our calendar for these as-needed planning and strategy sessions.

        • OUR TEAM

          Caleb Huftalin, CFP®

          Director of Wealth Planning

          • CERTIFIED FINANCIAL PLANNER™ with a mission to guide leaders to implement wise financial decisions that advance their vital purpose
          • Husband and dad (four boys!)
          • Lives at the base of the Superstition Mountains in the far east valley of Phoenix, AZ
          • Loves to adventure with family as they hike in the mountains, drive side-by-side ATVs, and travel anywhere

          Lindsey Jury

          Client Process Manager

          • Focus: leading and streamlining the administrative interactions with Ridgeline clients
          • Wife and mother (two boys and a girl!)
          • Lives in the Red Mountain area of northeast Mesa
          • Loves to visit the beach, watch football with her husband, volunteer for events, and watch her children have new experiences

          Lauren Duncan

          Operations Manager

          • Focus: initiating and simplifying paperwork for Ridgeline clients
          • Wife and mother (two girls!)
          • Lives in a dynamic northeast Atlanta suburb
          • Loves to travel, cook, and spend quality time with family and friends

          Mark Sauve

          Financial Planner

          • Focus: Guiding the 401(k) planning process for business owners and their team members
          • Husband and dad (three girls and a boy!)
          • Lives in fast growing east Mesa
          • Loves to experience new restaurants, explore new places, play soccer, and enjoy a bonfire
        •  

           

           

           

           

          NO SITTING IN TRAFFIC

          unless it looks like this

           

           

           

           

           

        • CERTIFICATIONS | MEMBERSHIPS | ALLIANCES

        • START THE CONVERSATION

          Call us now at 480.779.7239 or schedule a First Conversation

        • RIDGELINE BASE CAMP

          ARIZONA and VIRTUALLY ANYWHERE

          courtesy of cutting-edge, easy-to-use tech

        • Frequently Asked Questions

          Since you are in Arizona, can you work with us in another state?

          Yes! Ridgeline is intentionally location-independent with advanced tech tools that allow us to easily work with anyone across the United States. We have clients from Florida to Alaska and numerous places in-between. You get a flexible, efficient working relationship with our team (and no sitting in traffic or a stuffy office). We use tools such as Zoom, Google Drive, Sharefile, and Acuity Scheduling.

          ​Will you work with us even if we're not business owners?

          We invest our time and effort in learning how to better serve current and former business owners and entrepreneurs, so those families benefit most from our planning expertise and methodologies. Still, our process leads to wise financial decisions for anyone who wants more time for family and adventure.

          Are you a fiduciary?

          Yes. We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles: 1) We will always put our clients’ best interests first. 2) We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. 3) We will not mislead clients and will provide conspicuous, full and fair disclosure of all important facts. 4) We will avoid conflicts of interest. 5) We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

          What is wealth management?

          Wealth management is a form of investment management and financial planning that provides solutions to a wide array of clients. It incorporates financial planning, portfolio management and a number of aggregated financial services offered by investment banks, asset managers, custodial banks, retail banks, and financial planners. Business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.

        •  

           

          START THE CONVERSATION
        • SEND US A NOTE

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        Investment advisory services offered through Catalyst Wealth Management, LLC doing business as Ridgeline Private Wealth. Catalyst Wealth Management, LLC and Ridgeline Wealth, LLC are not affiliates. © 2019

        2929 N Power Rd, Ste 101, Mesa, AZ 85215

        RIDGELINE PRIVATE WEALTH

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