OverRidge Wealth Advisors, formerly known as Lee Johnson Capital Management, is an investment advisory firm based in Fort Worth, Texas. With a history dating back to 1970, the firm offers comprehensive financial guidance on various aspects such as stock market investments, retirement planning, long-term care, and life and disability insurance. They pride themselves on managing all portfolios in-house, combining their expertise as advisors and money managers to provide personalized services to clients throughout the country.
With a client-centric approach, OverRidge Wealth Advisors aims to help individuals achieve their financial goals and secure their future. Through an introductory meeting, they gather information about clients' needs, risk tolerance, and current portfolios, and then deliver custom-built retirement plans and recommendations to move closer to their life goals. As an SEC-registered investment adviser, the firm is committed to providing reliable and trustworthy advisory services to their clients.
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