As a Fiduciary, We Focus Solely on Your Best Interests
Amwell Ridge Wealth Management is an independent, boutique-style financial planning firm. For affluent individuals and families – especially those ages 55 and up – we provide comprehensive wealth management and financial planning.
As fiduciaries, our recommendations are always made in your best interest. Since we’re not limited in the solutions we can provide, we’re able to help you successfully navigate the all-too-often turbulent waters of capital markets.
Helping to Build Your Financial Home
Just like building your dream home requires an architect and a contractor with a blueprint, building the financial home of your dreams requires a trusted advisor and a comprehensive financial plan. And just like an architect learns exactly what type of home you envision, we take the time to understand your personal circumstances before developing your customized plan.
And, of course, this “financial dream home” also needs to be professionally maintained, periodically updated and always kept fresh. We’ll continue to watch over the plan, anticipate strategic changes and guide you along the way.
A Unique Client Experience
We're not a faceless large investment bank — and we're not trying to act like one. Our clients like the warmth of our office, our accessibility, our responsiveness and the boutique nature of our services. In accordance with our investment policy, we’ll design your portfolio to prosper during “sailing” environments and withstand “rowing” ones.
Our Investment Philosophy
Manage the valleys; the peaks will come. We build portfolios designed to prosper during “sailing” environments and withstand “rowing” ones. We adopt the Household Endowment Model by combining traditional asset allocation with product diversification.
Benefit from the Latest Technology
AdviceWorks gives you a holistic view of your finances, helps you keep track of your financial goals and your progress toward them, and fosters seamless collaboration between us — whether you’re at home, at work or on the go.
This web-based platform helps you quickly view all your financial accounts in one place, share important information and measure your progress in real time — all from a single log in.
Part of the Community
Each year, Amwell Ridge hosts more than a dozen in-person educational events for residents of the greater Hunterdon County area.
Additionally, Dave and Adam are Revolutionary War aficionados, annually participating in the reenactment of George Washington leading the Continental Army across the Delaware River on Christmas Day 1776.
"If Dave and Adam can be entrusted year after year with shepherding our nation’s very first president across the mighty Delaware River, they can certainly be tasked with guiding your retirement income plan."
Hunterdon Happening Magazine - Read Article
We Offer Services Built for Any Life Stage
Our menu of services includes investment management, retirement income planning, financial planning, risk management, estate planning and tax planning.
We are an independent, boutique-style financial planning firm. As fiduciaries, our recommendations are always made in your best interest.
We want to hear from you! Whatever your current life stage, we are ready to get an in-depth understanding of where you are now and where you’d like to go. Go ahead and schedule a complimentary meeting.