Wealth & Estate Planning

 

Manor Ridge Wealth represents clients from individuals to large multi-generational affluent families and businesses. As part of your comprehensive financial design, we will review your current estate planning strategy, and discuss in depth your desired legacy, wishes for your family, and philanthropic intentions. We also evaluate your plan against current tax legislation to ensure that it is thorough, effective, and tax efficient. If there are any deficiencies, we help you work with counsel to make the appropriate adjustments.  We work closely with several experienced estate planning attorneys and are pleased to recommend an attorney if you desire.

Philanthropy
Many high net worth individuals utilize their wealth to establish charitable or philanthropic organizations. We can assist you with the design and implementation of your philanthropic plans and help you prioritize and structure your giving. We are aligned with leading philanthropic specialists and together we can ensure that your gifts are strategic in nature and meaningful for you, your family, and your chosen recipients.

Please review our Trust Services for more information regarding Wealth Planning.

© 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.