Sophisticated investment advice for affluent and high-net-worth families and business owners.
At Ridgewood Investments, we advise the whole person.
We believe everyone deserves a chance to enjoy financial freedom and abundance as the fruits of a lifetime of work in their profession or business.
As a boutique firm with experienced talent, Ridgewood Investments doesn’t just help with investments, but can accelerate the achievement of your individual goals:
We educate our clients on all aspects of their financial health, including tax optimization, asset management, risk management, liability management, personal growth, estate planning, and their potential uses.
We see our investors’ lives in their entirety, and beyond: retirement planning, business and succession planning, exit planning, passive income strategies and legacy planning.
Watch the videos below to learn more about how you can benefit:
Advice for new Investors
The single most important thing you should do before you start investing.
If you are new to investing we encourage you to watch this video to learn the fundamentals as you establish your nest egg.
Advice for the Experienced Investor
Ken Majmudar founder of Ridgewood Investments shares insight on navigating the complexities of managing financial health for high-net-worth families.
If you have more than $500,000 of investable assets and you are interested in building a plan to generate passive income and ensure your financial health schedule a call with Ken to learn more about our multi-family office services.
Get to Know Ridgewood Investments
Join a community of curious like minded investors. We are interested in having a conversation on our podcast with anybody we can learn from. If you would like to be a guest or receive updates on our research and what we’ve learned.