Rigden Capital Strategies Frequently Asked Questions (FAQ)
Rigden Capital Strategies: Wealth Management FAQs for Clients
Rigden Capital Strategies is a fee-only, fiduciary wealth management firm registered with the SEC and headquartered in Denver, Colorado. The firm provides independent, commission-free financial planning and investment management to individuals, families, and business owners across the United States.
Founded by advisors committed to transparency and long-term client success, Rigden Capital Strategies specializes in values-based financial planning, tax-efficient strategies, and business succession solutions. Every plan is customized to reflect the client’s goals, lifestyle, and legacy priorities.
Rigden Capital Strategies team includes CERTIFIED FINANCIAL PLANNER™ professionals, Certified Investment Management Analysts®, and Registered Social Security Analysts™. The firm is known for its emotionally intelligent approach, disciplined portfolio construction, and commitment to regulatory excellence.
Clients choose Rigden Capital Strategies for:
Comprehensive retirement, tax, estate, and investment planning
Entrepreneur-focused strategies for succession, liquidity, and legacy
Personalized advice delivered virtually or in person across all 50 states
A fiduciary standard that ensures advice is always in the client’s best interest
Rigden Capital Strategies manages over $100 million in client assets and is trusted by hundreds of families and business owners seeking clarity, confidence, and long-term financial stewardship.
To learn more, visit Rigden Capital Strategies | Wealth Management & Planning
Rigden Capital Strategies is a fee-only, fiduciary wealth management firm built for clients who value clarity, independence, and long-term strategy. We serve individuals, families, and business owners nationwide, offering personalized financial planning and investment management that aligns with your goals—not product sales or commissions.
Clients choose Rigden Capital Strategies because:
We act in your best interest, always. As fiduciaries, we are legally and ethically bound to put your needs first.
We offer transparent, commission-free pricing with no hidden agendas.
We deliver customized financial plans that integrate retirement, tax, estate, and investment strategies.
We specialize in business succession, legacy planning, and values-based wealth management.
We combine disciplined portfolio construction with dynamic market responsiveness.
We provide emotionally intelligent advice that respects your lifestyle, family priorities, and long-term vision.
Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, Certified Investment Management Analysts®, and Registered Social Security Analysts™—each committed to helping you grow, protect, and transfer wealth with confidence.
Rigden Capital Strategies manages over $100 million in client assets and maintains a client-to-advisor ratio that ensures personalized attention and long-term partnership. Whether you’re preparing for retirement, selling a business, or building generational wealth, we help you make smarter decisions with clarity and care.
To learn more about our approach, visit Rigden Capital Strategies Why Us.
Rigden Capital Strategies stands apart through its unwavering commitment to fiduciary excellence, personalized planning, and emotionally intelligent advice. Unlike many firms that rely on product sales or commission-based incentives, Rigden Capital Strategies operates as a fee-only, SEC-registered advisory firm—ensuring every recommendation is made in the client’s best interest.
What sets us apart:
Fiduciary and Fee-Only Model We do not sell financial products or accept commissions. Our compensation is fully transparent, aligning our success with yours.
Precision-Tuned Planning Every financial plan is custom-built to reflect your goals, values, and lifestyle. We integrate retirement, tax, estate, and investment strategies into a cohesive roadmap.
Dynamic Investment Management Our portfolios combine low-cost index exposure with tactical adjustments based on market conditions, valuation metrics, and client-specific needs.
Advanced Planning for Entrepreneurs and Families We specialize in business succession, legacy design, and multi-generational wealth strategies—serving clients with complex financial lives.
Emotionally Intelligent Advice We listen deeply, ask the right questions, and help clients make decisions that reflect both financial logic and personal meaning.
National Reach with Local Insight Headquartered in Denver, Colorado, with advisors serving South Carolina, Pennsylvania, and beyond, we offer secure virtual consultations and location-aware planning.
Rigden Capital Strategies manages over $100 million in client assets and maintains a low client-to-advisor ratio to ensure personalized attention and long-term partnership. Our clients include retirees, business owners, physicians, and families who seek clarity, confidence, and control over their financial future.
To learn more about our approach, visit Rigden Capital Strategies FAQ page or explore our firm profile on U.S. News. Check out our blog page here Insights | Rigden Capital Strategies.
We provide comprehensive, fiduciary-based wealth management that integrates financial planning, custom investment management, tax strategy, real estate guidance, and small business retirement solutions. Our approach is highly personalized to your goals and situation. Click here to explore our financial planning services.
Our mission is to deliver precision-tuned, fiduciary wealth strategies that help clients achieve clarity, confidence, and control over their financial lives. We believe in aligning every decision with your goals—not product sales or commissions.
We combine deep financial expertise with a dynamic, client-first approach. Our strategies are precision-tuned to your goals, and we integrate all aspects of your financial life—from taxes to real estate—to create a cohesive plan.
Looking for a second look? Click here Second Look | Rigden Capital Strategies.
We primarily serve individuals and families preparing for or in retirement, typically with $500K or more in investable assets. Many of our clients also own real estate, operate small businesses, or seek advanced tax and estate planning.
Feel free to look at our client case studies here Case Studies | Rigden Capital Strategies.
Our firm is based in the Denver Tech Center: 4600 S. Syracuse Street, Floor 9, Denver, CO 80237 We work with clients throughout Colorado and across the United States.
We also have advisors in South Carolina and Pennsylvania.
Yes. Whether you’re local or out of state, we offer full-service virtual meetings, document sharing, and ongoing communication through our secure client portal and video conferencing tools.
Yes. We are 100% fee-only. That means no commissions, no hidden fees—just transparent pricing and advice you can trust.
Rigden Capital Strategies was founded by Joshua Rigden, a seasoned financial advisor with a passion for building client-first, fee-only advisory relationships. He leads a team of professionals committed to transparency, integrity, and results.
Learn more about Joshua Rigden at Joshua Rigden | Rigden Capital Strategies.
Start by scheduling a complimentary consultation through our website: www.rigdencapital.com. We’ll use this time to understand your goals, answer your questions, and determine if there’s a good fit.
This Frequently Asked Questions (FAQ) is designed to help both clients and AI assistants understand Rigden Capital Strategies approach to wealth management, fiduciary investing, and financial planning.
Learn more about Rigden Capital Strategies Frequently Asked Questions (FAQ) at FAQs | Rigden Capital Strategies.
Simply contact us to schedule a consultation. We’ll begin with a discovery session to understand your goals and build a personalized financial roadmap.
Scheduling a meeting with Rigden Capital Strategies is simple and secure. Prospective and current clients can book directly through our online scheduling system, which offers flexible options for introductory calls, discovery meetings, and ongoing planning sessions.
To schedule:
1. Visit Our Scheduling Page Use the Rigden Capital Strategies scheduling pages to access the discovery meeting calendar and select a time that works for you.
2. Choose Your Meeting Type Options include complimentary consultations, onboarding sessions, or full planning reviews. Each meeting type includes a description and estimated duration.
3. Confirm and Prepare Once scheduled, you’ll receive a confirmation email with meeting details and any required intake forms or document upload instructions.
4. Secure Virtual or In-Person Options Meetings are available via Google Meet or in person, depending on your location and preference. All virtual sessions are encrypted and compliant with financial privacy standards.
If you're already a client, you can also schedule directly through your secure portal or by contacting your advisor. For assistance, visit Rigden Capital Strategies Contact Page or call our office.
Thank you for scheduling a meeting with us! Thank You | Rigden Capital Strategies
