The Ridgefield Group at Morgan Stanley

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The Ridgefield Group


Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services


With a commitment to the highest standards of professional conduct, our group provides a distinctive financial planning and investment advisory offering that is as unique as the clients we serve. We are intimately involved in one of the most central elements of your life - your financial well-being. It is our ambition to engage in a collaborative process and together develop a clear path to helping achieve your goals.

Financial Planning:
    o Retirement planning
    o Income planning

Portfolio Management:
    o Prudent asset management
    o Customized asset allocation

    o Mid-size Non Profits and Associations
    o Qualified Plans

“Consider meeting with The Ridgefield Group at Morgan Stanley today to serve your interests and explore real solutions”

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • Asset Management
  • Endowments and Foundations
  • Financial Planning
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts

Working With You

Working With You

As all advisors and firms are not the same, we welcome the opportunity to engage in an informal discovery meeting, with the intent of getting to know you better, and determine if we could be of some value to your current situation.  By bringing Process, Perspective and Knowledge to each relationship, making a difference in the financial wellbeing of the people we serve is our ultimate objective.

Our Clients


Over time, we have developed a sharp sense of the types of people we can help the most. While everyone is unique, our clients are generally:

- Focused on caring for their families, their profession and demands of their daily lives.

- Busy with either their work or enjoying retirement and choose to delegate the management of their assets to a competent and responsible third  party.

- Are willing to engage in a collaborative process to plan for their financial future.

Meet The Ridgefield Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact The Ridgefield Group today.

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