2003
Ridgegate™ Financial Founded
2003 marked the birth of Ridgegate™ Financial. After a decade-and-a-half long career as an entrepreneur and business development coach, Wally Smith decided to turn his
life-long passion for finance and helping others into a career.
His training as an electrical engineer and a career of business strategy and formulation led to a unique perspective on the financial services industry and led to the development of our process, Purpose. Planning. Portfolio.®
2008
Advisors Excel
Advisors Excel is one of the biggest and fastest growing organizations focused on supporting the top financial advisors around the country.
From marketing, to proprietary product access, back office support, and over-the-top events, it is--in our opinion--the organization to beat and one with which we are proud to work.
Advisors Excel represents increased capability to serve our clients and to help create a culture of excellence across many of our services, resources, and events.
2019
Podcasts Launched
In June of 2019 Ridgegate™ Financial launched its first video podcast episode of When The Paychecks Stop™.
Just a month later, Ridgegate would launch its inaugural episode of The 1031 Show™. The launch of this show coincided with the launch of Impact 1031™.
2020
Office Relocation
September of 2020 marked another office upgrade for Ridgegate™ Financial.
This move marked a much larger space with several advisor offices, a large bullpen for expansion of the planning and servicing teams, a marketing suite, kitchen, conference room, and a very welcoming lobby with wonderful artwork.
An exciting part of the impetus behind the move to this space is the addition of a dedicated studio that contains 4 sets for filming podcasts, educational content, interviews, and more.
2022
Ridgegate Tax™ Launched
A major development in 2022 was the launch of our sister firm--Ridgegate™ Tax.
This exciting addition to our Ridgegate™ Financial family and team represents augmented capabilities for tax analysis and planning.
Some specific areas of expertise are in the areas of accounting for small businesses, real estate, and multi-family office tax services.
2024
Office Expansion
Growth of Ridgegate™ Financial's team and capabilities required another office expansion in 2024.
This marked a move to the penthouse of the building and more than a doubling of our footprint. In our current office space you will notice an upgraded board room with expanded networking capabilities, a bullpen that is doubled in size, an upgraded studio space, and plans for comfortable huddles and meeting areas ripe for client events and open house activities.