• MOBILIZE YOUR WEALTH SO YOUR FAMILY WILL FLOURISH

      Financial Planning & Investment Strategy to help you elevate your confidence, lean into your purpose, and live more abundantly

    • We get 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.

       

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

    •  

      We’ve helped hundreds of families make wise financial decisions. Through our Family Wealth Formula®, you will feel confident to lean into your purpose and live more abundantly.​

       

      Join a movement of inspired families pursuing their greatest potential.

    • WHO WE'RE FOR

      Our typical clients are busy, profitable business owners.
       

      They lead and influence others and value professional guidance so they can go further faster.

       

      They choose to engage experts in tax strategy, financial planning, and investment management to help minimize taxes and put more capital to work.
       

      They seek adventure through travel and love to explore the great outdoors. You'll often find them hiking, 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

      For Purpose | For Family | For Generations​

      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 a Financial Planning Assessment and three guided strategy meetings (in-person or web-based). Each is engineered to organize, energize, and expand your wealth and wisdom.

      1. Family Wealth Strategy

      Goals: Address the most pressing topic(s) on your mind; clarify your top financial goals, needs, and concerns; explore your Financial Planning Assessment 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

    • Pillars of Perpetual Planning

      After getting started, we lead you through a continuous process to increase flexibility, financial mastery, and exceptional decisions so you can fiercely pursue your greatest potential.

      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 timeframe, 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

    • VIRTUALLY EVERYWHERE

      COURTESY OF CUTTING-EDGE, EASY-TO-USE TECH

       

       

    • Caleb Huftalin, CFP®

      Director of Wealth Planning

      LinkedIn Profile

       

      • 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

      Private Wealth Concierge

      • 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

    • CERTIFICATIONS, MEMBERSHIPS & ALLIANCES

    • START THE CONVERSATION

      Call us now at 480.779.7239 or schedule a First Conversation

    • 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 in-between. You might miss out on free coffee, but instead, you get a flexible, efficient working relationship with our team (and no sitting in traffic).

      ​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, so those families benefit most from our planning expertise and methodologies. Still, our process leads to wise financial decisions for any family who enthusiastically embraces a unique mission, vision, and set of values.

      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.

    • SEND US A NOTE

      Send

    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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