The Top Questions Your Investment Advisor Should Be Asking to Personalize Your
Smarter Financial Advisors, Better Results
Personalized advice from experts who educate and guide, not high-pressure sell. We work with you, and never work for commission.
The Benefits of Working With Ridgewood
We help you achieve multiple streams of passive income using proactive financial strategies
and access to sophisticated public and private investments.
Expertise
Experienced, Ivy League educated, top credentials.
Customization
Personalized portfolios for your needs, not pre-packaged.
100% Fee-only
We work with you, and never work for commission.
Achieve Financial Freedom & Security by Working with Ridgewood
If your money is not working as hard as you are, Ridgewood can help!
Services We Provide
Customized Portfolio Management
Unlike other firms that sell off the shelf plans, our in-house team of experts builds your portfolio to your unique needs.
Access to Private Investments
Income Real Estate, Private Debt,
Private Businesses, Microcap, Dividend Growth, Cryptocurrency,
Venture Capital
Proactive Financial Guidance
We take the time to thoroughly analyze your needs to proactively guide you with a sophisticated multifamily office approach.
Tax Reduction
Strategies
Tax deductible 401k, defined benefit retirement plans, and IRA setup and other sophisticated but often overlooked tax savings strategies.
How Does Ridgewood Investments Differ From the Competition?
We have an established record of building wealth through patience and experience. We help you achieve exceptional long-term investment performance through a principled approach that can succeed regardless of market conditions.
Ridgewood Investments
Other Investment Firms
Our Founder
Kaushal “Ken” Majmudar, CFA
My family emigrated to the United States from India when I was 5 years old. From humble beginnings my new homeland afforded me great educational and career opportunities. I remain grateful for these blessings and founded Ridgewood Investments in 2002 to help our many successful clients achieve transformational results with their money.
Our approach is based on the success lessons taught by renowned investors like Warren Buffett, John Bogel, Philip Fisher, Peter Lynch and many other great investors. We guide our clients to intelligently apply these proven techniques with discipline and consistency to create life changing outcomes.
Our Strategic Partners
How to Get Started?
If you would like to see whether Ridgewood Investments is a good fit for you contact us.
In our review and with input from you, we will outline a personalized plan to intelligently upgrade your investments along with a proactive financial roadmap. Once you review and approve, we work with you to make the transition process as smooth as possible.
If you qualify, working with Ridgewood allows you to spend your valuable time focusing on your personal and professional priorities while knowing that our advisors are actively working to position your wealth to grow, managing risks and proactively bringing you opportunities and strategies previously limited to only the very wealthiest families.
The Top Questions Your Investment Advisor Should Be Asking to Personalize Your Financial Plan
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