A financial services firm in Connecticut, Ridgeview Asset Management customizes the client experience. A partnership is at the center of what Ridgeview Asset Management tries to forge with its clients. This partnership is designed to help individuals and high-net-worth families, institutions, and foundations achieve short- and long-term financial goals.

For the firm's founders, Michael Robinson and John Watkins, it's not only about creating customizable portfolios to build wealth. After reviewing some of the practices in their industry, they felt that some of the products were not only costly but also not suitable for their clients' needs and preferences. In response, the two created a process that provides clients with customizable investment solutions and ensures that these solutions align with each client's interests. When working with clients, the advisors at Ridgeview Asset Management focus on reducing costs, taxes, and risks to increase the potential of compounding over time.