The following is sponsored content from Legacy Ridge Private Wealth.
SHAPED BY OUR WESTERN ROOTS. GUIDING FINANCIAL FUTURES.
Based in Sheridan and founded by a 6th generation Wyoming native, our team has been shaped by deep local roots and strong Western values. We treat our clients with respect, discretion, and care when considering their full financial picture.
ABOUT FRANK, OUR FOUNDER
Deeply committed to the community he was born and raised in, Frank Boley has spent more than 25 years helping families build their financial future through his process of rigorous research, creating and maintaining genuine long-term relationships that give clients clarity and confidence they need to plan and preserve their legacy.
OUR PROCESS
“Our team is comfortable offering customized strategies for complex needs; we see the world through a different lens through our LegacyWorth™ framework”- Frank Boley
WHAT IS LEGACYWORTH™ FRAMEWORK?
LegacyWorth™ is our client first‑ framework that looks beyond portfolios to align wealth with purpose. We bring together discovery, cashflow planning, tax strategy, legal coordination and multigenerational family meetings in one seamless, transparent process — delivering family focused office sophistication to Sheridan and the broader Wyoming community.
SERVICES AVAILABLE TO YOU
- Financial Planning
- Portfolio Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Risk Management
- Legacy Creation and Preservation
Our team possesses over 50 years of experience in the financial industry and is here to assist individuals, families, foundations and businesses make informed decisions, no matter how complex their financial situation is.
HOW TO CONNECT WITH US
We are just email or phone call away. Plan for your financial future today with Legacy Ridge Private Wealth.
ADDRESS: 45 N Main Street
Sheridan, WY 82801
PHONE: 307-655-6870 EMAIL: info@legacyridgepw.com
Disclaimer:
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
