George Berridge
Senior Wealth Advisor|Pacific Northwest Director
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Serving Clients Nationwide
Senior Wealth Advisor|Pacific Northwest Director
Areas of Focus
- Business Owners
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- High Net Worth
- Insurance
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Taxes
About George Berridge
George Berridge is a Senior Wealth Advisor with Blue Sands Wealth. He has been in the wealth management business for over 30 years, with a focus on private investors. George has held senior positions at Deutsche Bank, Nuveen Investments, and the Citibank Private Bank.Raised by a family of educators, George believes that the foundation for investor success begins with collaborative education between the advisor and client. The advisor must thoroughly understand the client’s individual financial situation, goals and priorities. Likewise, the client must have a jargon-free understanding of their investment portfolio and how it is tailored to meet their specific needs. George believes that this process is not static. It requires a partnership of ongoing and high-touch communication to help clients navigate evolving markets and life’s changing circumstances.
George joined Blue Sands Wealth for the depth of its investment capability, flexibility to meet individual investor needs, and commitment to continual monitoring and service. He believes that this combination allows him to provide clients with a rewarding investment journey.
Based in Ketchum, Idaho, George enjoys an active outdoor lifestyle with his wife and two boys. When he is not advising clients, you can find him golfing, skiing Bald Mountain or fly-fishing the region’s scenic waters.
Primary Location
160 Second Street Suite 108 Ketchum, ID 83340
Additional Locations
📍 100 Spectrum Center Drive, Suite 900, Irvine, CA 92618
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Blue Sands Wealth
Blue Sands Wealth is a wealth advisory firm offering a range of services, advice, and investment solutions designed to support clients’ financial goals and interests.Our approach focuses on integrating advanced planning strategies for tax efficiency, wealth transfer, and philanthropy. Additionally, we offer management and coordination of clients’ professional services networks to help streamline financial decisions.
Vision Planning
We start with holistic financial planning to create your roadmap with a step-by-step process that supports achieving your long-term goals. Some of the questions we help address are:
▪️ How soon can you retire?
▪️ Are you on track in reaching your financial goals?
Risk Management
There is an inherent risk with investing. Understanding your personal risk tolerance is important with the overalll investment strategy to ensure your investments are aligned with your short and long-term objectives. Some questions to consider when navigating risk include:
▪️ Are there investments at a risk level you are comfortable with?
▪️ How much time do you have until you need to take income from your investments?
▪️ Are your loved ones protected in case something happens to you?
Wealth Transfer
Whatever stage you are in, we focus on creating wealth management plans that provide tools and strategies you need to plan for the future. Whether your priority is to spend with your family, start a business, retire comfortably, engage philanthropically or transfer wealth to your children, we strive to assist you in achieving your goals.
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Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Blue Sands Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Education
Cal State Fullerton, College of Business and Economics, B.A, Business Administration
Hobbies and Interests
- Family
- Fishing
- Golf
- Skiing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
- Women Professionals
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
