Value Proposition

Client Centered

Fully addressing your financial needs – and giving you access to a broad range of solutions – is at the heart of everything we do at Amwell Ridge Wealth Management.

We are independent, working solely for you. As fiduciaries, our recommendations are always made in your best interest. You benefit because we have our finger on the pulse of your planning – and we’re not limited in the solutions we can provide.

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 service.

Our team is led by David Johnston, an experienced CERTIFIED FINANCIAL PLANNER™ who enjoys explaining complex issues in a way that makes them easy to understand – so you can follow your plan every step of the way.

Our investment philosophy operates from three basic tenets:

  1. Manage the valleys, the peaks will come.
  2. Design portfolios to prosper during “sailing” environments (bull markets) and withstand “rowing” environments (bear markets).
  3. Combine traditional asset allocation with product diversification.

Since life is rarely static, we continue to watch over your plan, anticipate strategic changes, and guide you appropriately. In short, we are proactive and highly engaged.

We are confident you will enjoy the Amwell Ridge Wealth Management client experience.