Rigden Capital Strategies

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Client assets under management

$106,742,156

Clients

263

13% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$405,864

About

Rigden Capital Strategies advises individuals (including high-net-worth clients), trusts and estates, and employer retirement plans, offering discretionary asset management as well as financial planning and consulting. The firm also provides ERISA plan services and can act as a 3(38) investment manager for qualified retirement plans.

Portfolios are managed on a discretionary basis and the firm combines fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory to set allocations and monitor risk. It routinely uses sub‑advisors and third‑party model solutions—participating in a turnkey program and the AIM Nucleus model marketplace—and may implement personalized indices and tax overlay/tax‑loss harvesting strategies for accounts.

What is distinctive for a team of this size is the firm’s disclosed affiliation with a separate tax consulting practice that provides tax services to clients for separate compensation, a relationship the brochure identifies and describes as a potential conflict mitigated by disclosure and fiduciary procedures. The firm’s regular use of outsourced model platforms, a personalized index engine, and the authority to hire and replace sub‑advisors gives it a more layered operational model than many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Social Security optimization Retirement income strategy Tax-loss harvesting General retirement planning

Occupation focus

Founder/Business Owner Retired

Demographic focus

Approaching retirement Established Professionals

Fee options

Fixed

Fixed fees between $1,500 and $15,000 for financial planning

Percentage

$0 - $999,999: 1.1% $1,000,000 - $2,999,999: 1.0% $3,000,000 - $4,999,999: 0.90% $5,000,000+: 0.80%

Project-based

$300 per hour for consulting services

Subscriptions

Monthly fees between $250 and $1,500 for ongoing financial planning services

Other

Account minimum: $250,000 Fee-only: Fixed fees between $1,500 and $15,000 for financial planning; hourly fees of $300 per hour; monthly fees between $250 and $1,500 for ongoing financial planning services

Main office location

Rigden Capital Strategies

384 Inverness Pkwy, Suite 240

Englewood CO 80112, United States

Number of offices

Most active in

California · Colorado · Kansas · New Hampshire · New York · Pennsylvania · South Carolina · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 303-351-1618

Advisors at this firm

Neil C

CFP®, Series 63, Series 66

Overland Park, KS

Rigden Capital Strategies

Neil Connolly is a CFP® with 25 years of industry experience. He is currently with Rigden Capital Strategies, a firm he joined in 2025. His prior experience includes roles at TD Ameritrade, Charles Schwab, and several advisory firms. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to client goals and risk tolerance using fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Social Security optimization Retirement income strategy Tax-loss harvesting General retirement planning Founder/Business Owner Retired Approaching retirement Established Professionals

Joshua R

CFP®, Series 63, Series 66

Englewood, CO

Rigden Capital Strategies

Joshua Rigden is a CFP® professional at Rigden Capital Strategies with 16 years of industry experience. He has worked at firms including Schwab Private Client Investment Advisory and Alphamint Financial. In addition to his advisory role, he provides tax consulting services through Rigden Tax Strategies. Rigden Capital Strategies offers discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm employs portfolio construction methods based on fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory, and provides ongoing portfolio monitoring and quarterly reviews.

Social Security optimization Retirement income strategy Tax-loss harvesting General retirement planning Founder/Business Owner Retired Approaching retirement Established Professionals

Christian W

CFP®, Series 63, Series 66

Englewood, CO

Rigden Capital Strategies

Christian West is a CFP® with 17 years of industry experience, currently serving at Rigden Capital Strategies since 2025. His prior roles include positions at Risemint, Charles Schwab & Co. Inc., and TD Ameritrade. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to client goals and risk tolerance, using fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Social Security optimization Retirement income strategy Tax-loss harvesting General retirement planning Founder/Business Owner Retired Approaching retirement Established Professionals

Emily D

CFP®, Series 63, Series 66

Englewood, CO

Rigden Capital Strategies

Emily Dyer Wolfe is a CFP® with four years of industry experience, currently serving as a financial advisor at Rigden Capital Strategies in Denver, CO. Her prior roles include positions at Glendale Babcock, Northwestern Mutual Investment Services LLC, and Modern Woodmen of America. She also operates a sole proprietorship focused on insurance agency work. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm employs a portfolio construction approach based on fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory, with services tailored to each client’s goals and risk tolerance.

Social Security optimization Retirement income strategy Tax-loss harvesting General retirement planning Founder/Business Owner Retired Approaching retirement Established Professionals

Jared C

CFP®, Series 66

Myrtle Beach, SC

Rigden Capital Strategies

Jared Crawford is a CFP® and ChFC® with six years of industry experience. He is currently with Rigden Capital Strategies in Myrtle Beach, SC, and has previously worked at firms including LPL Enterprise, Prudential Financial Planning Services, and Atlantic Financial Services. Outside of financial advising, he is involved in several other businesses, including owning a conglomerate of non-financial enterprises, providing tax services through Ashley Byrd's Professional Tax Service, and working as a server at Greg Norman Australian Grille. Rigden Capital Strategies offers discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts and estates, and institutional sponsors. The firm employs a portfolio construction approach based on fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory, and provides ongoing management with quarterly and situational reviews.

Social Security optimization Retirement income strategy Tax-loss harvesting General retirement planning Founder/Business Owner Retired Approaching retirement Established Professionals

Richard D

Series 66

Erie, PA

Rigden Capital Strategies

Richard Dombrowski is a financial advisor at Rigden Capital Strategies with nine years of industry experience. He holds a Series 66 designation and has worked previously at Risemint, TD Ameritrade, and Scottrade. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to clients’ goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Social Security optimization Retirement income strategy Tax-loss harvesting General retirement planning Founder/Business Owner Retired Approaching retirement Established Professionals

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