Business Information

Ridgewood Wealth Management is a Limited Liability Company, chartered in Texas. Client accounts are serviced by TD Ameritrade. Ridgewood Wealth Management is not a subsidiary of TD Ameritrade.

Privacy Policy

Our relationship with our clients is the most important asset we have. We pledge to carry out our responsibilities with the utmost integrity, and strive to earn our clients trust and confidence. Part of our responsibility is the protection of our clients' personal information.

For details about how we use and protect your information please review our full privacy policy.

Website Content

Resources and Trademarks

The Ridgewood Wealth Service Logo pictured in the header, and on the home page is our official trademark. Its use is reserved for official products and services of Ridgewood Wealth Management LLC, Southlake, Texas. Use of the logo by third parties without prior written approval is prohibited.

Website Usage Guidelines

The content on this site is the property of Ridgewood Wealth Management LLC, and may not be copied, repurposed, or redistributed without prior written authorization.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Ridgewood Wealth Management (referred to as “RWM") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. RWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall RWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if RWM or a RWM authorized representative has been advised of the possibility of such damages. In no event shall Ridgewood Wealth Management have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.