Ridgegate Financial

Ridgegate Financial Helping accredited and sophisticated investors customize their retirement income, investments, taxation, healthcare planning, and legacy.

For our full disclosure please visit https://ridgegatefinancial.com Ridgegate Financial is an Investment Advisor Representative of Advisors Excel Wealth Management (AEWM). Securities offered through Emerson Equity, LLC. Ridgegate Financial, AEWM, and EE are not affiliated entities. We provide our services through our in-house staff and an extended team of strategic partners.

The Kinds of Tenant in Common Structures and Their Advantages
03/22/2023

The Kinds of Tenant in Common Structures and Their Advantages

© 2023 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

What is a 1033 Exchange, Rules, and How it Compares to a 1031 Exchange
03/21/2023

What is a 1033 Exchange, Rules, and How it Compares to a 1031 Exchange

© 2023 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

Why Do a 1031 Exchange?
03/20/2023

Why Do a 1031 Exchange?

© 2023 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

LLC Partnerships and the 1031 Exchange
03/19/2023

LLC Partnerships and the 1031 Exchange

© 2023 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

Introducing the 1031 Exchange
03/18/2023

Introducing the 1031 Exchange

© 2023 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

Spotlight: Jeff Hertz and Cantor Fitzgerald
03/17/2023

Spotlight: Jeff Hertz and Cantor Fitzgerald

© 2023 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

Rules and Regulations of a 1031 Exchange | The 1031 Show™ | Episode 27 | Jeff Hertz
03/08/2023

Rules and Regulations of a 1031 Exchange | The 1031 Show™ | Episode 27 | Jeff Hertz

Chapters:   Show Transcript: Wally Smith: Jeff Hertz podcast with Cantor Fitzgerald. Jeff, welcome to the 1031 Show. Jeff Hertz: Thank you very much. It’s a pleasure to be here. Wally Smith: You bet. So you’re Senior Vice President with Cantor? Jeff Hertz: Yep. I head up national sales and adva...

2023/03/2.-Cores-Target-Market-for-Acquisitions.jpgCore's Target Market for Acquisitions
03/07/2023

2023/03/2.-Cores-Target-Market-for-Acquisitions.jpg
Core's Target Market for Acquisitions

© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

2023/03/3.-Core-Plus-and-the-Changes-to-the-Industry.jpgCore Plus and the Changes to the Industry
03/07/2023

2023/03/3.-Core-Plus-and-the-Changes-to-the-Industry.jpg
Core Plus and the Changes to the Industry

© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

2023/03/4.-How-Core-Hedges-Against-Inflation-and-Rising-Interest-Rates.jpgHow Core Hedges Against Inflation
03/07/2023

2023/03/4.-How-Core-Hedges-Against-Inflation-and-Rising-Interest-Rates.jpg
How Core Hedges Against Inflation

© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

2023/03/5.-Cores-Performance-During-Recession.jpgCore's Performance During Recession
03/07/2023

2023/03/5.-Cores-Performance-During-Recession.jpg
Core's Performance During Recession

© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

2023/03/6.-Cores-Leadership-and-What-Makes-Them-Different.jpgCore's Leadership and What Makes Them Different
03/07/2023

2023/03/6.-Cores-Leadership-and-What-Makes-Them-Different.jpg
Core's Leadership and What Makes Them Different

© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. Impact 1031™ is a DBA of Ridgegate Financial, LLC. Not an offer to buy, nor a solicitation to sell securities. All investing involves risk....

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8310 South Valley Highway, STE 100
Greenwood Village, CO
80111

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Purpose. Planning. Portfolio. ™

Ridgegate Financial was founded in 2003 as an independent financial planning firm. We pride ourselves on our emphasis on meaningful and lasting relationships with clients and on our thorough and robust planning process. At Ridgegate Financial we truly care about the client's Purpose, which guides the Planning process, and manifests itself in a Portfolio that supports it all.