Every person that is associated with Private Ridge Wealth Management understands that you invest to realize your dreams and goals - whether it's to enjoy a comfortable retirement, to travel, spend time with family, or simply have the freedom to live life on your terms, you have saved, sacrificed and invested to be able to realize those dreams. At Private Ridge, we understand that you don't invest so you can look at investment statements or performance reports - you invest to enjoy your life. We believe that a sound financial plan focuses on both investment and asset management AND risk management. We provide strategies to help manage and grow your assets while also instituting strategies to protect your assets.

What Sets Private Ridge Apart… While most firms will offer an investment portfolio and “personal service”, what sets Private Ridge Wealth Management apart is for every relationship with over $250,000 in net worth, we provide an individualized Investment Policy Statement AND Risk Management Statement. These two documents provide the parameters for why and how we invest, any personal criteria that you wish to designate and a clear explanation of how and why we institute any risk protection initiatives.

Firm Start Year

2009

No.of Employees

2-4

CRD#

4044195

Firm CRD#

146051

Name of Custodial Firm

Fidelity // Schwab // TD Ameritrade // TIAA-CREF

Years of Experience in Financial Services

21

Number of Years with Current Firm

5

Work Experience

As the Managing Partner of Private Ridge Wealth Management, I have 21 years of investment experience. I've worked with large wire house brokerage firms, regional and national banks, and with independent firms, so I understand the benefits and drawbacks of working with each.

I work with the following types of clients

Family Limited Partnerships, Individual Investors, Businesses

Investment Types

Mortgages & Real Estate, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, Video Conference, At your office, Via phone, Via email

Securities Licenses

Series 7, Series 66

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Bachelor of Science in Economics - Economics / Minor in Mathematics

University of Tennessee at Chattanooga
Fall 1992 - Spring 1997