About 

 

Manor Ridge Wealth takes a client centered approach, providing bespoke investment management and financial planning solutions by utilizing cutting edge technology and implementing investments backed by academic research.

 

Advising individuals, families, trusts, foundations, and non-profits, with a focus on retirement & income planning , tax management, estate & trust services, and legacy planning.

Broker Dealer

 

A broker-dealer not only oversees the activities of investment professionals but also provides the needed compliance and back-office support. Manor Ridge Wealth chose to partner with Cambridge Investment Research, member FINRA/SIPC, because of their strong / conservative business practices and because they are one of the most respected, privately-held, Independent Broker-Dealers in the financial industry. Cambridge has over $95 Billion under management and services over 3,000 financial advisors nationwide.

Custody of Assets

 

As a part of our wealth advisory services, Manor Ridge Wealth administers the placement of client’s investment assets, however, we do not custody, or hold those investment dollars. Your brokerage assets are held directly with the clearing firm, National Financial Services (NFS), a Fidelity investments company or the choice of using other large custodians; SEI, Schwab, or TDAmeritrade if preferred. 

 

NFS provides a global trading platform and financial solutions to millions of investors and is one of the largest clearing firms for many broker-dealers. Depending on the financial strategy, such as utilization of an institutional multi-manager portfolio, assets may be also held at a Trust company such as SEI Private Trust. Each of these entities insures client accounts against employee fraud or theft. None of these policies insure your account against market fluctuation or market loss.

© Copyright 2013 Manor Ridge® Wealth, Manor Ridge® is a registered service mark.​​

​Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC

Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Cambridge and Manor Ridge® Wealth are not affiliated.
We are securities licensed in the following states: CA, MA, MT, NJ, NY, TX, WA

IRS tax disclosure:

To ensure compliance with requirements imposed by the IRS, we inform you that any tax information contained in this site, was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.