At Manor Ridge Wealth we are able to fully tailor an investment plan while implementing multiple strategies based on any short or long term financial needs, risk tolerance, and income. This can be achieved efficiently with the utilization of multiple strategies, as we can access many different money managers, funds, and asset allocation models.
Our access to institutional investment management provides clients with a comprehensive financial platform. This means we have access to a large range of managers and investment selections. Through our due diligence our aim is to identify and access the most efficient asset managers, funds, and investment vehicles for our clients.
Our access to institutional investment management provides clients with a comprehensive financial platform. This means we have access to a large range of managers and investment selections. Through our due diligence our aim is to identify and access the most efficient asset managers, funds, and investment vehicles for our clients.
Services
Manor Ridge Wealth takes a client centered approach, providing bespoke investment management and financial planning solutions by utilizing cutting edge technology and implementing investments backed by academic research. Advising individuals, families, trusts, foundations, and non-profits, with a focus on retirement & income planning, tax management, estate & trust services, and legacy planning.
Our advisors have evaluated and performed due diligence on a vast array of asset managers to focus only on the select few that meet our criteria of risk adjusted rates of return, timeliness, and a strong focus on wealth preservation. Our access to institutional management allows us more leverage within this criteria compared to other retail investments.
Manor Ridge Wealth represents clients from individuals to large multi-generational affluent families and businesses. As part of your comprehensive financial design, we will review your current estate planning strategy, and discuss in depth your desired legacy, wishes for your family, and philanthropic intentions.
We advise in developing sophisticated wealth preservation and transfer strategies. Effective estate planning enables you to minimize the impact of taxes on your estate and can also help protect your assets from unexpected health, personal, and business risks. Although most people may have both a trust and a will, trusts are not subject to probate and therefore allow you to keep your affairs private.
Regardless of the current stage in your life, retirement planning is essential in order to be prepared and comfortable in your golden years. While heading down your financial path, your goals and needs will change and so should your investment strategy. During your accumulation and growth phase of life, your financial plan should look drastically different than when you are in retirement years and are depending on your assets for income.
Reviews (4)
Amanda P.
Jul 20, 2015
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Marcus and his partners helped me with my retirement plan. These guys are top notch and I entrust them with my hard earned money. I am not very savvy when it comes to finances, investments and mutual funds but I was able to have a better understanding once the group demystified the entire process for me.
Vic A.
Jul 18, 2015
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My money feels safe and well invested with these talented group of professionals !! Honest and loyal since day 1. Friendships through finance seems like the best way to describe my customer satisfaction within Manor Ridge. Thank you for taking care of my investments with grace and allowing me to feel confident in placing my hard earned money in the right hands! Cheers to your team and keep up the impressive work!!!
Judy W.
Aug 16, 2014
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2 young men, who were formerly with a large investment firm, started this company several years ago. Marcus has been handling my holdings since the beginning. I feel confident that he is carefully watching my investments and is genuinely concerned. He keeps me up-to-date and addresses my concerns. I am able to relax, knowing that he has my interests at heart. I don't think I could find all of the above in a large company.
Missionette G.
Jul 31, 2014
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Marcus is a top-notch professional who I trust with all my finances. He actually takes the time to explain your options and thoroughly reviews your investment goals. He offers advice, but truly listens to what you want and need. He is patient with people, like me, who are pretty helpless when it comes to understanding stocks, mutual funds, longterm vs. shorterm investment benefits, ect. He is able to explain the market to you in a way that is not condesending.
I recommend Manor Ridge Wealth for anyone who wants to place their money in the hands of people who truly care about your investment goals
I recommend Manor Ridge Wealth for anyone who wants to place their money in the hands of people who truly care about your investment goals
