OverRidge Wealth Advisors offers personalized investment advice and wealth management services, serving individuals and small business owners with a focus on long-term relationships and comprehensive financial planning.
OverRidge Wealth Advisors, founded in 1970, specializes in investment advisory and wealth management for individuals and small business owners. Headquartered in Fort Worth, TX, the firm offers customized financial planning, risk mitigation, estate planning, and philanthropic strategies, combining traditional advisory approaches with proprietary trading solutions.
The firm is affiliated with Lee Johnson Capital Management, LLC, and utilizes Charles Schwab & Co., Inc. as its primary custodian. Services are designed to meet clients' unique financial, tax, and investment circumstances, with a commitment to transparency, fiduciary responsibility, and client-first philosophy.
Client-first philosophy
Comprehensive financial planning
Risk management expertise
Philanthropic strategy advising
Services
Wealth Management
Tailored wealth management solutions focusing on investment advice, risk mitigation, and legacy planning for individuals and small business owners.
Personalized financial planningCustomized investment portfoliosEstate planning with expert partnersTax-efficient philanthropic strategiesRisk mitigation and insurance advice
Education Funding Planning
Strategies and planning to fund college education for children, including 529 plans and Coverdell Education Savings Accounts.
529 College Savings PlansCoverdell Education Savings AccountsTax-efficient funding strategies
Financial Planning
Comprehensive financial planning integrating investment, tax, risk, and estate strategies to achieve clients' life goals.
Firm Affiliation with Lee Johnson Capital Management, LLC
Since 2017
Primary Custodian Relationship with Charles Schwab & Co., Inc.
Since N/A
Frequently Asked Questions
What is the difference between a 529 College Savings Plan and a Coverdell Education Savings Account? +
A 529 College Savings Plan is a state-sponsored investment account designed to help families save for future education costs, offering tax advantages and state-specific benefits. A Coverdell Education Savings Account is a federally tax-advantaged account that allows contributions for qualified education expenses of a designated beneficiary, with lower contribution limits but broader eligible expenses.
How does OverRidge Wealth Advisors ensure fiduciary responsibility? +
OverRidge Wealth Advisors adheres to fiduciary standards by prioritizing the long-term interests of clients, providing personalized advice, and maintaining transparency in all financial relationships. The firm's philosophy centers on serving clients' unique needs and objectives, ensuring that recommendations align with their best interests.
What is the significance of the firm's affiliation with Charles Schwab & Co., Inc.? +
OverRidge Wealth Advisors partners with Charles Schwab & Co., Inc. as its primary custodian for client accounts, ensuring secure asset custody and efficient transaction execution. This affiliation allows the firm to provide comprehensive investment advisory services while maintaining independence in advice and strategy formulation.
