WRCA Earns Top National Ranking For Financial Advisors

Monterey Private Wealth  

AUGUST 3, 2009 - Willow Ridge Capital Advisors has been named one of the top 500 wealth advisory firms in the country by Wealth Manager Magazine for the third year in a row. The honor places them in the top 4% of all wealth advisory firms in the United States.

“With over 11,000 investment advisors registered with the U.S. Securities and Exchange Commission, we feel this award reflects the value of the services we provide our clients” said founder and chief investment officer Steve Merrell. “As the only firm in Monterey to receive this award we have the unique ability to help our clients throughout the Central Coast protect and grow their wealth.”

“During these times of economic uncertainty, wealthy families want to protect their assets and want confidence that they can accomplish their goals. A secure retirement, reducing taxes, funding college educations, and philanthropy are among their top concerns” said co-founder and managing partner Gary Alt. “Our approach helps clients gain better control over their financial resources and gives them greater confidence about their future. This award underscores the value of our approach.”


Willow Ridge Capital Advisors is a private wealth consultancy with offices in Monterey and Pleasanton serving families, trusts, business owners and foundations. Their fee-only service and independent ownership eliminate conflicts of interest found in many traditional financial services companies. Willow Ridge services include integrated life planning, wealth planning and investment management. Investments include stocks, fixed income, real estate, and other private investments. Registered with the United States Securities & Exchange Commission (SEC), they are a financial fiduciary for their clients. To be selected for this award, a firm must be a registered investment advisor with at least fifty percent of its clients as individuals or families, and must provide comprehensive wealth planning services. Rankings are based on total investment assets under its management, average client portfolio size, and must use fee-only investments, not commission-based investments.


David Lee

DL Communications




Steve Merrell

Willow Ridge Capital-Monterey




Gary Alt

Willow Ridge Capital-Pleasanton