Broker Check

Why Ridgway

Ridgway Private Wealth, established in 2021, in Tucson, Arizona is founded on the guiding principles of integrity, objectivity, and superlative customer care.

As an independent Wealth Management Practice, and a fiduciary on all advisory accounts, we have the flexibility and agility to precisely tailor investments to suit your exact goals, and to reflect your values, including social impact investing. We operate according to the industry’s highest standards of integrity and accountability; without question and in all circumstances, your best interest comes first. Independence means we are not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations we provide to you are based on your unique needs and held to our fiduciary standard.
However, independence doesn’t mean that we are alone. In fact, there’s a highly symbiotic relationship operating quietly, efficiently and seamlessly in the background that makes certain we can provide for all your financial needs — now and in the future.

  • Ridgway Private Wealth will custody your assets with Fidelity InstitutionalSM (FI). This means your assets are institutionalized, safe, insured, and accessible for your review at all times. Learn more here.
  • Further, we have strategically partnered with Kestra Financial. Kestra provides support services including monitoring all activity for compliance with strict regulations (FINRA and SEC) and secure technology and trading systems, giving us the flexibility and resources to deliver premier service solutions to all of our clients. Learn more here.

Our team members have achieved many important distinctions in the financial industry and hold the following designations: CFA®, CFP®, MBA, Series 7, Series 63, Series 65, Series 66 and Arizona State Insurance License.

"An owl is traditionally a symbol of wisdom, so we are neither doves nor hawks but owls, and we are vigilant when others are resting." ~ Urjit Patel

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.

We’re here to help individuals and families at all stages of life, from those just starting out in their first jobs to those in retirement, offering comprehensive services focused on financial planning, investment management, and trust management. We work seamlessly with your accountant, estate planning attorney or other professionals to ensure that all elements of your financial picture are covered and operating efficiently together.

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