We Have Big News to Share
After nearly a year of careful evaluation, we’re excited to announce a major expansion of the services we can offer and the value we strive to provide. As your financial picture becomes more complex, we believe you need a financial advisor with access to the specialists and resources who can help build your ideal future.
Hit play below —We think you’re going to love what we’ve been working on!
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BRIAN: Hey, it’s Brian and Adam here with some really exciting news to share.
ADAM: I can remember at the start of my career when financial advisors just provided investment management, and not much else.
The Evolution of Wealth Management
BRIAN: Over the years, our industry has evolved from investment management to wealth management, which integrates investments with tax strategy, estate planning, charitable giving, and more.
ADAM: We believe the next evolution is bringing all those services—and the experts who deliver them—under one roof. That’s been our vision and a dream of mine for nearly 20 years.
BRIAN: Accomplishing this audacious goal requires scale. After nearly a year of thoughtful discussions and careful vetting, we’re happy to share the news about our partnership with Savant Wealth Management.
Why Savant?
ADAM: Finding the right partner is no easy task. So, who is Savant and why choose them over other potential strategic partners?
BRIAN: Savant is based in the Midwest and has been serving clients for over four decades. As we got to know them, their Midwest values—honesty, humility, and hard work—became obvious, and we share those values.
ADAM: Also important is their shared commitment to an evidence-based investment philosophy rooted in Nobel Prize-winning academic research. That was non-negotiable for us.
BRIAN: Like us, Savant believes in the importance of tightly integrating personal financial planning, tax strategy, estate planning, and investment strategy to squeeze out the most benefit.
ADAM: Finally, Savant is an independent, fee-only fiduciary just like North Ridge. That alignment was critical.
BRIAN: By partnering with Savant, together we’ll be one of the largest independent, privately owned investment advisory firms in the nation. And Adam and I will become owners of Savant.
What This Means for You
ADAM: What we’re most excited about is what this partnership means for you. Here are just a few of the benefits you’ll enjoy.
BRIAN: We’ll have an in-house team of CPAs to proactively identify tax-planning opportunities to lower your tax bill.
What we’re especially looking forward to is the ability to prepare tax returns for clients who value tight integration between financial planning and tax strategy.
ADAM: We’ll have an in-house team of estate planning attorneys to help with wealth transfer, trust services, and estate planning.
This includes taking your estate plan right up to the finish line and then handing it off to a local attorney to draft the documents.
BRIAN: And for our business-owner clients, we’ll offer retirement plan services, payroll services, business valuation and succession planning, and much more. Imagine all of that integrated with your personal financial plan, all under one roof.
ADAM: Here’s something that means a lot to us personally. Savant will take much of the administrative and operational work of running the business off of our plates. This will free up our time to do what we do best, which is helping you accomplish your goals.
BRIAN: Bottom line: We’re expanding our capabilities and the value we provide. We’re NOT changing who we are OR our relationship with you.
Your Questions, Answered
ADAM: We know this is big news, and we’re sure you have questions. So, let’s answer the most common ones right now.
BRIAN: “Are you retiring?”
While retiring at 50 might sound nice, we’re not going anywhere any time soon. As owners of Savant, we will continue to advise you just as we always have.
ADAM: “Is my service team changing?”
Not at all. You’ll still work with the same folks you know and trust. The only difference is that we’ll now have access to Savant’s deep bench of experts to enhance the services we provide.
BRIAN: “Is your office moving?”
Nope. Same office, same location. The only difference you’ll notice is a new logo on the door—it’ll say Savant instead of North Ridge.
ADAM: “Will my accounts move or change?”
No. Your accounts at Fidelity or Schwab will remain exactly as they are.
BRIAN: “Will my fees increase?”
No. Do you notice a theme here?
ADAM: “Will I still have access to Base Camp to view my financial plan?”
Absolutely! Base Camp is central to what we do and isn’t going anywhere.
BRIAN: “Can I keep using my current CPA or attorney?”
Of course! Over the years, we’ve built a network of great professional partners who will continue to be our partners, and if you like who you currently work with, all the better.
ADAM: It may not sound like much is changing, and that’s exactly right. For all intents and purposes, your day-to-day experience shouldn’t feel much different—other than us being able to do more for you, and more efficiently with all the experts under one roof.
BRIAN: You may recall that when you originally hired North Ridge, you signed an Investment Advisory Agreement. In the very near future, we’ll be sending you an updated Savant Investment Advisory Agreement to sign via DocuSign. Otherwise, it’s business as usual.
What’s Next
ADAM: We couldn’t be more excited about the new services and expertise that we’ll be able to provide you through our partnership with Savant.
BRIAN: We’ll be reaching out to you individually to answer any questions you might have about the partnership and how it benefits you specifically.
But please, don’t wait on us. Feel free to give us a call at 503.206.8784 or book a time to chat. There’s a link to our calendar in the email.
ADAM: We appreciate the trust and confidence you’ve placed in North Ridge over the years, and we will continue to earn that trust in the years ahead as Savant Wealth Management.
BRIAN: Thanks for watching. We’ll talk to you soon.
