"I want our clients and their portfolios to get the personal attention they deserve."

-Ryan A. Green (Founder/Chief Investment Strategist)

A Partnership you can trust

Sky Ridge Wealth Management LLC was formed to give clients/investors what they deserve.  A lifetime partnership with somebody they can trust.  At Sky Ridge Wealth Management LLC, each Financial Advisor will work with no more than 50 households, allowing us to strengthen our partnerships with each passing day. The Sky Ridge Mission is to provide clients a plan they understand, investment results they expect, and an Advisor they can trust.  

WHAT Do Our CLIENTS deserve?

  1. A Customized Portfolio
    Tailored specifically for your goals, balancing growth, income, and preservation strategies to match your unique objectives.

  2. Transparency and Communication
    Access to portfolio reviews upon request, with ongoing updates and insights into your investments.

  3. Professional Oversight
    Each portfolio is reviewed monthly by our Certified Financial Planner™, Chief Investment Strategist, or Portfolio Manager.

  4. Clear Expectations
    A shared understanding of your objectives and how we’ll work together to achieve them.

  5. A Fiduciary Relationship
    Your advisor acts solely in your best interest, with direct access to your Portfolio Manager.

  6. Competitive, Transparent Fees
    Fair and straightforward pricing aligned with your success.

  7. Comprehensive Collaboration
    We work closely with your accountant, estate attorney, and other professionals to coordinate your full financial picture.

  8. Trusted Custody
    Assets are held at Charles Schwab, offering 24/7 account access and industry-leading client support.

PHILOSOPHY

  1. Personalized Strategy
    We minimize unnecessary risk by tailoring portfolios to each client’s evolving financial life. Your tax situation, time horizon, and objectives drive every decision.

  2. Focus on Quality and Consistency
    We believe the strongest companies in the world are built—and headquartered—right here in the United States. These Blue-Chip leaders offer global exposure, resilient earnings, and the proven ability to grow profits through economic cycles.

  3. Economic Awareness
    The Federal Reserve’s policies on employment and inflation have a direct impact on markets. We continuously monitor these factors to position portfolios for changing economic conditions.

  4. Disciplined Stock Selection
    Owning a stock means owning a business. We focus on companies with durable competitive advantages, strong free cash flow, and management teams that allocate capital wisely.

  5. Strategic ETF Usage
    ETFs provide efficient diversification in areas such as emerging markets, alternatives, and commodities, and can serve as hedging tools when market risks rise.

  6. Time-Tested Principles
    Our Chief Investment Strategist applies Value, Contrarian, Growth, and Income disciplines when selecting securities, supported by fundamental analysis, dollar-cost averaging, and disciplined rebalancing.

  7. Income and Stability
    Fixed income instruments—including bonds, CDs, REITs, preferreds, and MLPs—play an essential role in reducing risk and generating consistent income.

SECURITY SELECTION

The Influence of “Value”

Founder and Chief Investment Strategist Ryan A. Green draws inspiration from Warren Buffett and Benjamin Graham’s timeless Value Investing philosophy. Influenced by his father—a 40-year Economics and Political Science professor—Ryan developed a Top-Down Analytical Approach that blends macroeconomic insight with fundamental company research.

At Sky Ridge Wealth Management, we believe there is a time to emphasize stocks or bonds based on relative valuations and market conditions.

Our Process
Top-Down Analysis: From global trends to individual securities.

  1. Quality Focus: Companies with consistent dividend growth, strong cash flows, and durable competitive advantages.

  2. Growth Perspective: Selective exposure to large-cap growth leaders with superior management and scale advantages.

  3. Dynamic Allocation: Adjusting equity, bond, and cash levels in response to market cycles, valuations, and risk conditions.

PORTFOLIO STRUCTURE EXAMPLE

  • Stocks & ETFs – Core equity holdings and diversified exchange-traded funds

  • Fixed Income – Bonds, CDs, REITs, and preferred securities

  • Cash & Alternatives – For liquidity, flexibility, and opportunistic investing

*ETFs - Exchange Traded Funds

Sky Ridge Wealth Management LLC is a Colorado domiciled registered investment advisor.