Values

Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:

Fiduciary Responsibility

As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.

Engaged Partnership

As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.

Complete Transparency

We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.

Professional Execution

Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.

Team

Helping Create Successful Outcomes Through Market Cycles

Wealth Team

Joseph Ridinger, Founder and President

Joseph is the owner of Ridinger Wealth Management, LLC. He spent the first 12 years of his career as a Financial Advisor with Ameriprise Financial where he built his business in the Vancouver, WA and Portland, OR area as well as Kennewick, WA (Tri–Cities). He obtained two professional designations, the CRPC (Chartered Retirement Planning Counselor) and AWMA (Accredited Wealth Management Advisor) in his first few years with Ameriprise.

During his time at Ameriprise, he was approached by a good family friend and owner of Concierge Private Wealth Management (CPWM) to join the firm and continue to build his business throughout the Northwest. Joe joined CWPM in January 2018 when the opportunity was right and has thrived with all the different conditions in place to help clients that weren’t previously available. Now that the owners of CPWM are in the process of retiring and closing their doors, Joe had the opportunity to open his own firm and Ridinger Wealth Management was born. He continues to work with his existing clients as well as starting to work with a number of clients who were previously working with CPWM. He uses a comprehensive financial planning approach to look at a client’s entire financial picture in order to help guide them towards their goals. Working with you as a trusted advisor and accountability partner allows Joe to help you create, protect and preserve your wealth.

Joe graduated with honors from Oregon State University with degrees in Finance and Economics. He is a huge Beaver fan and tries to attend football and baseball games when possible.

Joe has served as President on a local board of directors in Vancouver and has earned several awards including being recognized by his community and the Vancouver Business Journal (VBJ) in the Accomplished & Under 40 Class of 2011.

Joseph and his wife Marci have two daughters and currently live in Vancouver, WA.

Ridinger Wealth Management, LLC is a registered investment advisor in WA, OR, ID, LA and TX and may only conduct business in those states where registered or exempt from registration or licensing requirements.

Investment Team

Thomas Rozman, CFA^®, CAIA^®

Chief Investment Officer

Mr. Rozman is responsible for leading the Investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.

Rosie Riley

Head of Operations

Ms. Riley is responsible for leading the Operations team for Simplicity Wealth. She has spent more than 20 years in the financial services space. Prior to Simplicity, Ms. Riley was the President and CEO of HighImpact Consulting LLC, a consulting firm dedicated to optimizing efficiencies for financial services firms. Ms. Riley earned her B.A. from University of Northwestern, St. Paul, with a degree in Business Administration and Management.