Wealth Management to
Live Your Purpose™
Our Purpose is to Help You Live Your Purpose With Financial Leadership Where Life Meets Wealth
FEATURED RESOURCE
Programs Designed for Purpose
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What We Do
Integrated services for proactive families
- Financial Planning
- Wealth Management
- Estate Strategy
- Multi-Family Office
- Retirement Planning
- Tax Strategy
- Life Insurance & Annuities
- Alternative Investments
- Real Estate and 1031 Exchange
Who Are We?
Meet our team of financial planning professionals.
Wallace Smith, ChFC® RICP® | Founder & CEO
Wally Smith received his Electrical Engineering degree from University of Illinois and quickly leaned into the business development realm of engineering. He founded Ridgegate® Financial in 2003 as an independent wealth management firm treating retirement and family financial planning differently – looking at each family as “Client, Inc”. Many clients were concerned about the “unknown unknowns” – they didn’t want to miss something important. Wally developed an approach based on proactive Leadership for clients with their finances. This approach reflects the business planning of sound management of both investment and income assets. Wally and his wife Lynn of 34 years enjoy the beautiful Colorado mountains with their kids and spouses.
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Alex Staverosky, CFP® | Wealth Advisor & Realtor
As a Real Estate Strategist & Financial Advisor with Ridgegate® Financial, Alex Staverosky helps high net worth individuals and real estate investors strive to use their finances to proactively and efficiently achieve their goals at every stage of their life. Throughout his time years in the field, Alex has gained invaluable experience from talking with hundreds of individuals regarding their personal and financial goals, and finding the unique planning strategies that allow them to move forward.
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Chris Rogers | Wealth Manager
As a Wealth Advisor with Ridgegate® Financial, Chris helps clients meet their financial and investment concerns head-on in order to actively pursue their purpose by providing creative and practical financial strategies and solutions. Throughout his 15 years in the field, Chris has gained valuable insight into the needs of his clients and has effectively applied his comprehensive knowledge and experience in financial planning to address those needs.
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David Swenson | Wealth Manager
As a Wealth Advisor with Ridgegate® Financial, David is dedicated to delivering tailored solutions for each of his client’s unique needs. With over 30 years of experience in the field, David has gained vitally important experience weathering a multitude of economic cycles and strives to instill confidence and clarity throughout life’s challenges.
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