OverRidgeWealth

OverRidgeWealth Mobile App allows clients to monitor their performance of their investments anytime and anywhere. OverRidgeWeatlh offers clients a secure and user-friendly portal for mobile access to their portfolio positions. Other features include: holdings summary access, performance reporting (individual asset details), protected with touch ID, retirement calculators, news & market commentary, and advisor contact information.

Please Note- OverRidgeWealth Mobile App can only be accessed by OverRidge Wealth Advisors clients. If you are interested in becoming a client, please contact: [email protected].