Raliegh RiddochCRD Number: 3066175
Current Firm: Bsw Wealth Partners
Compensation Model: Fee Only
Raliegh Riddoch (CRD# 3066175)
Raliegh is a managing principal of BSW Wealth Partners and an Advisor. It’s Raliegh’s role to help clients find appropriate solutions for many of the complex financial situations they encounter. Over the years, he has learned that he adds the most value by helping clients find the balance between the quantitative and qualitative pieces that make up their lives. Since 1998, Raliegh has spent time advising clients on a wide range of financial matters while working for firms such as: TD Waterhouse, Charles Schwab, and Dain Rauscher. The combination of his investment experience and passion for offering objective financial advice brought him to Baydush Simon Weaver in 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst®. He is also a member of the Financial Planning Association and The Institute for Divorce Financial Analysts (IDFA™).
In 1997, he earned a Bachelor of Science degree in Finance from the Monfort Business School, at the University of Northern Colorado.
Although spending time with his wife Kristi and daughters Gwendolynn and Adliegh is his favorite pastime, he also enjoys athletics and playing in Colorado’s great outdoors.
Education, accreditation, leadership and service:
- BS, Monfort Business School, University of Northern Colorado
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA™)
- Member of the core leadership group for families at Cherry Hills Community Church
- Member of the Rotary Club of Castle Pines
Ewealth Consulting, LLC
Anthony Capital, LLC
|Bsw Wealth Partners||Boulder, CO||Jan 2010 - Current||7|
|Baydush Simon Weaver||Boulder, CO||Jul 2005 - Jan 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management781MILLIONS
Total Number of Accounts2,040ACCOUNTS
Average Account Value$382,843
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, NJ, TX
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