Press Releases
Willow Ridge Capital Advisors Ranked Among Top Wealth Managers
AdvisorOne recognizes Willow Ridge Capital for its excellence in business.
MONTEREY, CALIF. –Willow Ridge Capital Advisors of Monterey, California is proud to announce that AdvisorOne, the online destination for advisor news, in-depth analysis, market data, tools and networking opportunities, has ranked Willow Ridge Capital Advisors among the Top Wealth Managers in the United States. This is the fourth time Willow Ridge has been so recognized.
"It is an honor to be included in the AdvisorOne ranking," said Steve Merrell, Founder and Chief Investment Officer of Willow Ridge Capital Advisors. "This ranking is a reflection of our commitment to provide our clients with the best possible service and financial advice."
This is the 11th year that AdvisorOne (and its predecessor publications) have surveyed the wealth management industry to determine both the largest Registered Investment Advisor (RIA) wealth management firms by total assets under management and to explore the state of the wealth management industry. AdvisorOne solicits fee-only wealth managers, RIAs who are registered with the Securities and Exchange Commission.
"We are disciplined investors," said Merrell. "Our financial planning foundation and our scientific approach to the markets help our clients to prosper even in difficult times," he said.
Willow Ridge Capital Advisors is a fee-only investment advisor, meaning they are paid only by their clients. They never accept kickbacks or commissions, eliminating conflicts of interest inherent in most brokered financial transactions. As fiduciaries, Willow Ridge Capital Advisors puts their clients' needs first when making financial recommendations. The company is registered with the U.S. Securities & Exchange Commission.
About Monterey Private Wealth
Monterey Private Wealth is a private wealth advisor serving families, businesses, trusts and foundations. Our independent ownership and fee-only service model eliminates conflicts of interest found in many traditional financial services companies. Our services include integrated financial planning, wealth management and a full range of investment advisory services. We are a financial fiduciary for our clients. We are registered with the United State Securities & Exchange Commission (SEC). For more about Willow Ridge Capital Advisors see www.WillowRidgeCapital.com or our blog at www.SmartNestEgg.com.