The goal of Private Ridge Wealth Management is to provide a disciplined and comprehensive wealth management service to a select group of individuals, families and small businesses. At Private Ridge, we don't desire or strive to serve every person... Instead, we desire to serve every client, fully and completely.
Through a disciplined process, Private Ridge Wealth Management is able to provide a complete wealth management plan that includes not only investment and portfolio management, but risk and liability management, wealth transfer, charitable giving and legacy planning. By coordinating with other professionals, we also offer estate and tax planning services to provide a truly comprehensive experience.
Every client of Private Ridge Wealth Management receives a personalized Investment Policy Statement, customized specifically to their individual situation, goals, plans and fears. This Investment Policy Statement provides the backbone to the service and guidance we provide.