Ridgeline Wealth Planning, LLC
Ridgeline Wealth Planning, LLC is an independent, SEC-registered investment advisory firm headquartered in Centerville, Ohio. Founded in February 2020 by principal owner Scott W Simons, RWP provides comprehensive wealth management, investment advisory, and financial planning services for clients across the United States. The firm serves primarily individuals and high net worth individuals, with over 1,100 accounts and assets under management totaling over $147 million as of July 2024. RWP maintains a small team of about eight employees, focusing on personalized financial solutions and attentive client service.
Investment Strategy
Ridgeline Wealth Planning delivers ongoing portfolio management tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized Investment Policy Statement (IPS) for every client, documenting income, tax levels, and risk preferences, and then develops a strategic asset allocation plan to fit each profile. RWP uses discretionary authority to select securities and manage accounts in accordance with clients’ financial objectives, emphasizing continuous monitoring and prudent portfolio adjustments. Their approach prioritizes diversification, long-term financial planning, and a fiduciary duty to act in clients’ best interests, mainly through ETF-based and equity portfolios.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 27.38% | $33.3M | 457,590 | $69.18 | $72.69 | +$5.7M |
J JPST | J P MORGAN EXCHANGE TRADED F | 13.99% | $17.0M | 335,281 | $50.40 | $50.68 | +$1.3M |
C CGGO | CAPITAL GROUP GBL GROWTH EQT | 11.89% | $14.4M | 451,727 | $29.37 | $31.97 | +$2.4M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.35% | $10.1M | 256,792 | $35.54 | $39.49 | +$1.6M |
D DYNF | BLACKROCK ETF TRUST | 7.52% | $9.1M | 167,659 | $52.78 | $54.46 | +$5.0M |