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Ridgway Private Wealth focuses on Investment Management and Financial Planning for individuals and families and offers comprehensive Trust Services.  Following is a detailed description of our investment management practice.

Investment Process

  • Our investment process is built on 25 years of investment experience which has seen some quite dramatic twists and turns.
  • Initially we will work with our clients to determine an appropriate investment objective based on their goals and risk tolerance. During on-going meetings with clients, goals and objectives are reviewed.
  • Portfolio construction is developed based on guidance from numerous research firms including Argus Research, Zachs Investment Research, Bespoke Investment Group and Kestra Financial.
  • Investment objective strategies are reviewed monthly and are generally updated every quarter or as market conditions warrant.
  • Each account is generally rebalanced quarterly or as markets and client situations arise. We also find it extremely important to minimize client costs and any tax implications.
  • Depending on the size of the account, individual U.S. large, mid-cap and international American Depository Receipts (ADR’s) equities are preferred over mutual & exchange-traded funds. Individual investment grade bonds (U.S. government, corporate and municipal) are also preferred over mutual & exchange-traded funds.
  • Mutual & exchange-traded funds are implemented for exposure to international and high-yield fixed income, small cap and emerging market equities and alternative investments that include commodities and real-estate investment trusts (REITS). Private placements including hedge funds are available for those investors who qualify.
  • Though we mainly work in an advisory capacity, there are traditional brokerage accounts for someone who wants to take a more active role in the investment decisions.

Administration and Planning

  • Clients will receive in most cases same-day responses to their request. Robust technology and product features allow for easy access to monitor their account and for cash management.
  • All clients will have access and are encouraged to complete a financial plan with their advisor detailing their goals. Goals such as retirement, college planning or a second home will be monitored for progress and chances for success in reaching those goals.






Alternative Investments

Social Impact

Financial Planning



Personal Goals

Estate Plans

Trust Services

Security Backed Lending

Insurance Services


Variable Life

Fixed Annuities

Variable Annuities


Long-Term Care

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