A Clear Path To A Confident Retirement

You’ve worked hard to build your financial future. Now you need a plan for making the most of it.

Bringing Your Retirement Plan Together

Ridge Haven Wealth Planning helps individuals and couples approaching retirement bring their investments, income, taxes and financial decisions together into one coordinated retirement plan.

Retirement Brings a Different Set of Questions

After years of saving and investment, retirement changes the decisions you need to make:

Have I saved enough to retire comfortably?

How much can I safely spend?

When should I claim Social Security?

Should I make Roth conversions?

How should I invest differently once I'm taking income from my portfolio?

How can I reduce taxes and leave more to my family or the causes I care about?

These decisions don't exist in isolation. A decision about Social Security can affect taxes. A Roth conversion can affect Medicare premiums. Investment decisions affect the income your portfolio can support.

We help you bring these decisions together into one coordinated retirement strategy.

Your Financial Life Should Work Together

Retirement planning is about more than managing investments.

We look across your entire financial picture to help you make informed decisions about:

Retirement income — turning your savings into a sustainable source of income
Investments — aligning your portfolio with your goals, time horizon and income needs
Tax planning — identifying opportunities to manage taxes throughout retirement
Social Security & pensions — evaluating when and how to claim your benefits
Healthcare & Medicare — preparing for healthcare costs and the impact of income on Medicare premiums
Estate & Charitable Planning — helping your assets support the people and causes that matter to you

Instead of addressing these decisions one at a time, we bring them together into an integrated financial plan.

Who We Serve

Retirement planning for people who have spent a lifetime building their wealth.

Ridge Haven Wealth primarily works with individuals and couples who are approaching retirement or already retired and want thoughtful guidance coordinating the financial decisions that come with this stage of life.

We are often a good fit for people who:

Are within approximately 10 years of retirement or recently retired.
Have accumulated significant retirement savings and investments.
Want more than investment management alone.
Value proactive tax and retirement-income planning.
Prefer an ongoing relationship with an advisor who understands their entire financial picture.

Individuals & Families

Working Professionals

Small Business Owners

Newly Independent Women

A Clear Path Forward

Financial planning doesn't have to feel overly complicated. Our four-step process brings clarity to the decisions ahead and gives you a clear path from where you are today to the retirement you envision.

Financial Planning is Personal

For more than two decades, I've helped individuals and families navigate important financial decisions.

I founded Ridge Haven Wealth Planning around a simple idea: good financial advice should help you understand where you stand, make informed decisions, and feel confident about the path ahead.

My role isn't simply to manage your investments. It's to understand what you're trying to accomplish and help coordinate the many financial decisions that can determine whether your retirement unfolds the way you've envisioned it.

Meet Jess

Let's Talk about Your Retirement

You don't need to have everything figured out before we meet.

Our first conversation is an opportunity to talk about where you are today, what you're hoping to accomplish, and the financial questions you'd like answered.

We'll help you determine what your next step should be--and whether Ridge Haven Wealth is the right firm to help you take it.

Schedule an Introductory Conversation

Individual & Family Services

Prepare for life’s milestones with a range of integrated financial services. Whether you’re five years from retirement or already enjoying it, our goal is to bring confidence to every decision.

Create Your Ideal Future

Business Services

We provide customised solutions for every stage of your business, helping you maximize the value of what you’ve worked to build while securing your future beyond the business.

Protect What You’ve Built