Investment Management


Ledge Wealth takes pride in building a customized portfolio for you. We are not in business to serve everyone pretty well, but to serve a select group of clients very well.

Real character goes far beyond the golden rule. It’s about genuine care and values that show up in every conversation, call, and email.

Utilizing a well defined and disciplined process we offer investment management on a discretionary basis for individual accounts, IRAs, and corporate assets. We build the accounts with Mutual Funds, Exchange Traded Funds, Stocks, Bonds and other various fixed income instruments.

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All assets are managed on a fee basis and we accept no commissions in this area. Schwab Institutional acts as custodian for our investment management platform.

This service is best suited for those with $400,000 or more to invest.