Why Ridgway?
With more than 26 years of financial advisory and investment management experience, we have broad experience across all types of market conditions. In contrast to the fast pace and ever-changing nature of the financial world, our approach is calm, extremely organized, and highly disciplined.
Have a question or request? You can expect a response the same day—within hours, not days or weeks.
What We Do
- Trust Services
- Investment Management
- Financial Planning
- Insurance Services
- College Savings Planning
- Risk Management
- Tax Strategies
- Estate Planning
- Cash Management
- Philanthropy
- Generational Planning
Who We Do It For
- Individuals
- Families
- Professionals
- Retirees
- Trust Beneficiaries
- College Students
- Small Business Owners
- Self-Employed
- Employer-Sponsored Plans
- Non-Profits
- Major Life Events/Changes
How We Do It
- Decision Making:
- In-Depth Introduction/Exploratory Meeting to Assess Client Needs
- Detailed Proposal of Services and Fees
- Account Setup:
- See Onboarding Process Below
- Client Assets Securely Held at Fidelity Institutional® (FI)
- Ongoing Support:
- Continuous/Timely Communication