Ridgewood is a fee-only fiduciary firm serving high-income professionals and multi-generational families who require disciplined portfolio management and coherent long-term wealth architecture.




Our Founder, Ken, began his career on Wall Street, working on IPOs and large M&A transactions. It was an extraordinary education in markets and incentives.
But what struck him most was how compensation structures influenced behavior.
Ken founded Ridgewood to build something different — a firm designed around fiduciary duty, long-term thinking, and structural discipline.
Today, Ridgewood works with a select group of successful professionals and families across the country.
Ridgewood focuses less on forecasting markets and more on building durable frameworks that allow wealth to compound across decades.
Ridgewood manages portfolios actively, but thoughtfully. Ridgewood prioritize structure over noise. And Ridgewood design systems that reduce emotional decision-making.
Their mission is simple:
To help families govern wealth intelligently so it becomes a source of freedom, not cognitive burden.
The industry incentivizes activity. Ridgewood advocate stewardship.
If more families shift from reaction to architecture, the results compound not only financially, but generationally.
My parents emigrated to the United States from India with me and my little sister when I was 5 years old. Initially we settled in a small 1 bedroom apartment in Jersey City, NJ. From those humble beginnings, thanks to the educational and economic opportunities that this great country provided to me and my family, I have been blessed to work on Wall Street and eventually start my own firm to help others achieve the financial freedom and security that can come from wise investing and financial management.
In late 2002, I founded Ridgewood Investments to help others achieve the transformational results that I was able to achieve for myself and my own family using the principles of sound long-term investing that I had learned by studying what works and what doesn’t work. Our approach is based on the successful lessons taught by renowned value investors like Warren Buffett and many other great investors.
Ridgewood is committed to the success and welfare of our clients. We believe that each of our clients is a partner or a member of our extended family. Our goal for our clients is to intelligently protect and grow their savings to achieve financial freedom and security. Our approach is a turnkey, outsourced solution that allows you to hand over the time-consuming responsibilities of making difficult investment and financial decisions to a team of trustworthy experts who are watching out for your best interests.
The best way to determine whether our approach could help you transform your own results is to chat with us about your own unique situation. Our investment reviews are comprehensive and informative. Whether or not you decide to work with us, we guarantee that you will come away with some actionable ideas and strategies that you probably didn’t know about.
Ridgewood Investments is a privately-owned owner-managed company. As a partnership of highly experienced professionals, our structure is aligned with our focus on delivering long-term results for our clients.
You’ve worked too hard to have fragmentation quietly erode what you built.
If your wealth feels more complex than it should…
If decisions feel heavier than they used to…
If you suspect structure matters more than another idea…
Let’s have a thoughtful conversation.
We are in no way associated with any of these individuals nor have any of them endorsed or approved of anything that we do or say.
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Ridgewood is a fee-only fiduciary firm serving high-income professionals and multi-generational families who require disciplined portfolio management and coherent long-term wealth architecture.