Fiduciary advice with transparent fees.
Tax coordination with your CPA & legal team.
Goal-based portfolios with ongoing oversight.
Build a Future You Can Count On
At BlackRidge Wealth Management, we’re a full-service financial advisory firm based in South Jordan, Utah. For more than 15 years, we’ve helped families and public employees—especially educators—build confidence in their financial futures. Our Certified Financial Planner™ professionals take a fiduciary, goal-based approach, combining retirement planning, investment management, and personalized financial strategies that evolve with you.
What We Do
Understand your options, optimize your benefits, and move forward with clarity.
We go beyond traditional retirement planning to design comprehensive, easy-to-understand financial roadmaps. From managing pensions and 403(b) plans to creating tax-efficient retirement income, we help you make informed decisions every step of the way. Whether you’re just starting to plan or already retired, our “Beyond the Summit” process helps turn today’s goals into tomorrow’s achievements.
Wealth Management
Investing with Intention
Your portfolio should reflect your timeline, risk tolerance, and goals. We build diversified strategies, monitor them continuously, and adjust as your life evolves.
Legacy Planning
Planning for Families
College, a first home, aging parents, legacy wishes—your plan has to hold it all. We coordinate every piece so your money supports the life you’re building.
Retirement Planning
From Saving to Spending
Retirement isn’t the finish line—it’s the climb you’ve prepared for. We design income strategies that balance taxes, market risk, and longevity so your savings has the potential to be a reliable paycheck.
Who We Help
Wealth Management for Those Who Serve Others
At BlackRidge Wealth Management, we work with people who value purpose, planning, and progress. While anyone can benefit from a well-structured financial plan, our experience runs deepest with those who’ve dedicated their careers to serving others—especially educators and public employees across Utah and Colorado.
We understand the complexities of Utah Retirement Systems (URS) and other public pensions, along with the challenges of coordinating 403(b), 457, and Social Security benefits. Whether you’re a teacher planning your classroom exit, a public employee evaluating your pension options, or a family mapping out long-term goals, we’re here to help you bring clarity and confidence to every financial decision.
Educators & School Employees
K–12 staff, administrators, and faculty navigating retirement and benefits.
Public Employees
State, county, and municipal workers managing pension and retirement choices.
Families & Individuals
Anyone seeking to grow, protect, and enjoy their wealth through personalized, fiduciary guidance.
Retirees & Pre-Retirees
Those preparing to transition from earning to enjoying the next chapter of life.
No matter where you are on your financial journey, we’ll meet you there—with experience, empathy, and a plan designed to take you beyond the summit.
BlackRidge Wealth is a fiduciary financial advisor in South Jordan specializing in retirement planning for educators and families across Utah & Colorado.
Contact Us
We will get back to you as soon as possible.
Please try again later.
