Manhattan Ridge Advisors
We specialize in developing strategies for building, protecting and transferring wealth efficiently. Our goal is to achieve outstanding long-term investment results for our clients through personalized plans that reflect their financial needs, acceptable risk parameters and investment timeframe. Manhattan Ridge Advisors, with offices in New York, New Jersey and Connecticut, designs customized financial plans and manages wealth for a diverse range of clients. No matter what your life stage – starting a business, saving for your children’s education, preparing for retirement – we can create and implement a plan that enables you to invest on your terms, work diligently to minimize your tax liability and attempt to transfer wealth safely to your children or charitable entities. We’ve built our business on excellent service and a long-term view toward your financial success. Registered Representative offering securities through Cetera Advisors LLC, a registered broker-dealer,(doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.
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Stephen A. Oliver
Managing Partner · General Business & Management
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Bob Schmelzer
Financial Analyst · Finance & Accounting
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