Our Team
Experienced professionals.
Institutional mindset.
Blackridge Capital Investment Group combines financial planning, tax strategy, estate planning knowledge, and private market investment expertise to deliver comprehensive solutions for sophisticated clients. Our team is focused on helping clients navigate wealth preservation, retirement planning, business succession, and long-term legacy creation.
Professional Licensing & Designations
Credentialed across the full spectrum of advisory, tax, estate, and exit planning disciplines.
Credential supporting investment advisory and fiduciary financial planning services.
IRS-issued tax credential focused on advanced tax planning, Roth conversion strategies, retirement taxation, and estate tax considerations.
Advanced estate planning designation specializing in trusts, legacy planning, wealth transfer, and multi-generational family strategies.
Professional designation focused on business succession planning, liquidity events, buy-sell agreements, and business exits.
FINRA's entry-level credential assessing foundational knowledge of the U.S. securities industry, including products, markets, and regulatory practices.
FINRA-sponsored qualification allowing a registered representative to solicit and sell private placement securities as part of a primary offering.