What We Do
Plans you can understand and act on.
“Beyond the Summit” Planning Process
A structured, personalized framework for lifelong financial confidence.
Discover
Define your goals, priorities, and values.
Design
Build a strategy that fits your life.
Implement
Put your plan into action with clarity and accountability.
Guide
Review and adjust regularly as your life and goals evolve.
Our Promise
At BlackRidge Wealth Management, we help people make sense of their money—so they can make confident decisions about their future.
We’re a full-service financial advisory firm offering personalized guidance in retirement planning, investment management, and comprehensive financial planning. Our mission is to turn complex financial questions into clear answers and actionable steps, helping clients build, protect, and enjoy their wealth at every stage of life.
For over 15 years, we’ve specialized in working with educators, public employees, and families across Utah and Colorado. We understand the systems that shape your financial world—like the Utah Retirement Systems (URS), 403(b) and 457 plans, and Social Security—and we know how to align those benefits with your long-term goals.


