INVESTMENT AND PORTFOLIO MANAGEMENT
Private Ridge Wealth Management is able to offer access to over 250 private investment managers, 50 different alternative investment managers, 10,000 different mutual funds, and over 3,000 different Exchange Traded Funds, all of which can be adjusted and customized to fit virtually any individual investment plan.
Portfolio Customization
For those investors that desire a more custom and personalized portfolio, Private Ridge also offers professionally constructed, individualized portfolios specifically structured to your investment choices and goals. As the client, you can control portfolio restrictions (excluding specific stocks or bonds), the percentage of individual stocks, bonds, mutual funds and ETF's in your portfolio and even employ complex Option Strategies to suit your individual needs and desires, all while having professional management operate the day to day decisions of your portfolio.
RETIREMENT PLANNING
According to the Fidelity Investments State of Retirement Planning Study, 61% of Americans plan to transition into retirement by staying engaged in "work" in some capacity, redefining the traditional "stop working at 65" model.
Only about 24% of workers envision immediately stopping all work; many intend to work as long as possible or switch to flexible, part-time, or consultancy roles.
Fidelity Investments Study - March 19, 2026
Regardless of how you envision retirement, by evaluating your investment assets, sources of income and ability to contribute to your goals, combined with your risk tolerance and desired time frame, Private Ridge Wealth Management can construct a plan to help you achieve your retirement dreams, in the time frame you desire.
LEGACY PLANNING
Being able to establish something that will live on after you have passed is something many people dream of... but few are ever able to achieve. Whether due to incomplete planning or an untimely passing, these dreams are sometimes never realized. Providing a plan designed to help ensure your hard work continues for what you are passionate about is an important and integral part of your wealth management.
Some people choose to leave the legacy to their children, grandchildren and other family members. Others favor leaving their legacy to their favorite charities. Regardless of what you choose, Private Ridge can help locate and coordinate with professionals to formally establish your plans, or we can coordinate with the professional you prefer.
ESTATE AND TAX PLANNING
Properly and effectively managing both Estate and Tax Planning requires coordination between your legal professionals, your tax professionals and Private Ridge Wealth Management. A well orchestrated and coordinated plan may help save hundreds of thousands of dollars -- however, a poorly established plan can result in unnecessary taxes, fees and losses.
While Private Ridge Wealth Management does not provide Estate or Tax planning directly, we will work with your professionals to provide a seamless integration of wealth planning. If you are looking for a legal or tax professional, Private Ridge can assist in locating a professional that can work with you.