RIDGEWOOD WEALTH MANAGEMENT LLC is a financial advisory firm dedicated to helping individuals and families achieve their financial goals. Founded in 2007, the firm has established a reputation for providing personalized and comprehensive financial planning and investment management services.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Focuses on achieving clients’ financial goals
- Recognizes the importance of a customized approach to financial planning
- Employs a team of experienced and knowledgeable financial advisors
Facts and Insights
RIDGEWOOD WEALTH MANAGEMENT LLC has $500 million in assets under management and employs a team of 10 financial advisors who collectively have over 100 years of experience in the financial industry. The firm primarily serves clients in the Midwest region of the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Since 2007 |
Financial Services Offered
RIDGEWOOD WEALTH MANAGEMENT LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include retirement planning, investment management, tax planning, estate planning, and insurance planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation in order to provide personalized and effective solutions.
Client Types
The firm serves a range of clients, including high-net-worth individuals, families, and small business owners. By tailoring their services to meet the unique needs of each client, RIDGEWOOD WEALTH MANAGEMENT LLC is able to provide personalized and effective financial advice and guidance.
Fees & Compensation
RIDGEWOOD WEALTH MANAGEMENT LLC charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of its clients, as the firm’s compensation is directly tied to the performance of the client’s investments.
Background
The founder and CEO of RIDGEWOOD WEALTH MANAGEMENT LLC, John Smith, has over 20 years of experience in the financial industry and is supported by a team of experienced and knowledgeable financial advisors. The firm prides itself on its dedication to providing personalized and comprehensive financial planning services to help its clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, RIDGEWOOD WEALTH MANAGEMENT LLC adheres to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm also has a clean record with the Securities and Exchange Commission, with no disciplinary actions or regulatory sanctions.