Brian Stoker

Brian Stoker is a Senior Wealth Advisor and Director of Retirement-Tax Planning at West Ridge Advisors. He leads the firm's work with individuals and families approaching or living in retirement, especially when their accumulated savings create important decisions about taxes, income and how the money should be invested and withdrawn.

At West Ridge, investment management is not treated as a stand-alone service. Brian brings portfolio strategy, account structure, retirement income, Roth conversions, withdrawal sequencing, Social Security, Medicare, charitable giving and estate-plan coordination into one decision-making process. Each recommendation considers the potential effect on current income, future taxes, investment risk and long-term growth, as well as how assets will eventually pass to beneficiaries.

Most families navigate their own transition into retirement only once. Brian and the West Ridge team work through these decisions every day across a wide range of portfolios, tax situations, income needs and family circumstances. That experience helps them recognize overlooked risks, prevent avoidable mistakes and act while clients still have time and flexibility on their side.

As a fiduciary, Brian provides ongoing investment management and works closely with clients' CPAs and estate attorneys so implementation remains coordinated as markets, tax laws and life circumstances change.