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
About
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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.
What We Do
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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.
Wealth & Estate Planning
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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.
Trust Services
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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.
Retirement Planning
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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.
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