• MOBILIZE YOUR WEALTH


      FINANCIAL PLANNING & INVESTMENT MANAGEMENT for BUSINESS OWNERS


      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.

       

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

       

      Business owners deserve personalized wisdom from a guide–a sharp advocate–who is for them.

    • Donor-Advised Fund for Business Owners


      Our Family Wealth Formula® will help you see new ways to reduce taxes and build wealth.

       

      We’ve guided hundreds of families to make wise money 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 traveling the world.

       

      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 to help you 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
    • Donor-Advised Fund - Guide for Business Owners

       

       

       

       

       

      NO SITTING IN TRAFFIC

      unless it looks like this

       

       

       

       

       

    • CERTIFICATIONS | MEMBERSHIPS | ALLIANCES

    • START PLANNING

      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.

    • 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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