Trust the Experts
Time and money are finite resources. These resources greatly influence everyday decisions and lead us to hire professionals through their different means of service. Money happens to be the avenue with which we serve people. Serving the unique, long-term interests of our clients is a privilege and obligation.
What Sets Us Apart
At OverRidge Wealth Advisor, we have highly trained and licensed advisors and believe transparency is the basis to any meaningful and trusting relationship.
We deliver permanent solutions and are proactive with your livelihood. We are transparent and are available to answer any questions you may have with your accounts.
We do not panic. We use our own proprietary software, BigFoot Investments, to manage risk in our clients’ portfolios. All portfolios are managed in house, bringing the advisor side and money manager side together to best serve our clients.
We take a holistic approach with your finances and provide a lifetime of services including:
- Asset/Wealth Management
- 529 Plans
- Financial Planning
- Investment Management
- 401k Rollover
- Roth IRA & IRA
- Life Insurance
- Retirement Planning
We are your neighbor. You can locate us at 6300 Ridglea Place, Suite 1020, Fort Worth, TX 76116.
We know you're busy, but your decisions today compound for life. Schedule your appointment now.
If you have an existing wealth advisor, we are happy to give you a second opinion.