More Than a Portfolio—A Partnership Built for Long-Term Success
Secure Your Financial Future with a Complimentary Expert Assessment
Gain clarity and confidence in your financial journey with a complimentary portfolio and wealth plan review from a trusted wealth management firm. Our seasoned advisors specialize in helping high-net-worth individuals and more uncover hidden opportunities, reduce tax exposure, and align their investments with long-term goals.
Whether you're preparing for retirement, evaluating your estate strategy, or simply seeking a second opinion, our no-cost assessment delivers actionable insights tailored to your unique financial landscape.
Is Your Portfolio Aligned With Your Risk Tolerance? Discover in One Review
Is Your Financial Plan Still Working for You? Get a Expert Assessment
Learn More About Our Complimentary Second Opinion Process
Step One
SET THE STAGE
Meet with a Wealth Advisor at Rigden Capital Strategies, free of charge. Tell them your concerns about your plan, portfolio, or overall current situation.
Step Two
GATHER INFORMATION
Upload your investment portfolio statement, your most recent tax return, and/or your financial plan, so that we can examine your current situation.
Step Three
ANALYSIS
Utilizing our x-ray approach, our team brings their expertise and bank level encrypted technology to analyze and uncover if their are missed opportunities within your finances.
Step Four
SHARE THE RESULTS
We deliver preliminary suggestions and possible solutions to help you better achieve your goals. Many times, we find opportunities, sometimes we do not. Regardless, we are fiduciaries through this whole process.
Step Five
YOU DECIDE - NO OBLIGATION
If what we shared with you resonates, and you want to move forward in working with a Lead Advisor at Rigden Capital Strategies, we will begin the process of developing your comprehensive plan with recommended strategies designed to help you reach your goals.