"We help you make smarter financial decisions
- with purpose, clarity, and confidence."
Ranch Capital’s team of advisors and professional partners can help ensure your financial plan, investment portfolio, tax strategy, estate & financial goals move in lockstep —so you can focus on what matters most.
The Power of the Virtual Family Office​​​
A modern approach to family office wealth management. Our Virtual Family Office (VFO) model brings together tax, investment, insurance, banking, real estate, and estate planning professionals under one coordinated effort.
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Reduce financial stress and save time.
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Ensure that financial decisions align with your goals.
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Gain confidence and clarity with a single point of contact.
How We Work
Our Planning Process
Every client journey begins with a comprehensive financial plan built around your goals, risks, and values. We utilize the latest technology to help get your financial life organized and in sync.
Our Investment Philosophy
We manage all portfolios in-house by our investment team. Our strategies are risk-managed, dividend-focused, and both tax and fee-conscious. With a range of model portfolios to choose from, we align each investment approach with your specific objectives.*Assets are custodied at Fidelity Investments.
Transparent Pricing
As fiduciaries, we charge a flat, tiered advisory fee with no hidden costs or commissions. You’ll always know exactly what you're paying—and what you're receiving in return. Our fee includes comprehensive planning, ongoing advice, portfolio management, and direct access to a dedicated team of advisors at your service.
Fee Schedule for Assets Under Management:
$500k-$1M: 1.00% annually
$1M–$2M: 0.85%
$2M–$5M: 0.75%
Above $5M: Custom pricing available
Family Office Services: A Smarter Approach to Managing Wealth
Thinking About A Change?
It starts with a conversation. No sales pitches.
Just real answers to your biggest questions.
1
Introductory Call
(30 Minutes)
A free discovery call to discuss your goals and determine if your situation matches our expertise, ask questions and get acquainted.
2
Discovery Meetings
(60 Minutes)
An in-depth analysis of your financial landscape to craft a customized strategy and clarify what makes us different and how we can add value to your personal financial situation.
3
Strategic Implementation
If we move forward together, our team coordinates and executes your plan while providing ongoing management and dependable advice you can rely on.
Who We Are
Ranch Capital is a team of dedicated financial professionals committed to simplifying and enhancing your wealth journey. With decades of experience, we specialize in serving clients with complex financial needs.
We work best with clients who:
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Value financial planning and tax strategy as much as investment performance.
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Expect real ongoing communication and partnership —not a once-a-year meeting.
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Have outgrown one-size-fits-all advice and need integrated, team-based solutions.
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Appreciate faith-based principles guiding both planning and life decisions.
