Manor Ridge Wealth

Specialties

Wealth Advisory Solutions:

*Retirement planning (Individual, 401k, Defined Contribution /​Defined Benefit plans)

*Investment Management, Asset Allocation

*Estate & Trust Services, Legacy Planning

*College Planning (529 Plans, Custodial Accounts, UTMA Accounts)

History

Established in 2012.

Manor Ridge Wealth was started with one simple goal — To help clients achieve their Goals.

With 50 plus years of combined Investment experience at large financial institutions, the managing partners realized that the that the best way to take care of their clients needs required more than the retail «proprietary» methods used by many large financial services firms. To address these needs, the partners implemented the latest technology and investment management tools to provide top notch goal oriented financial solutions.

Meet the Business Owner

Marcus S.

Business Owner

Marcus Sikors was Born and raised in Los Angeles. He is a graduate of UCSB with a BA in Communications, and an avid participant in the «Technology Management Program» (an entrepreneurial suite of classes within the Engineering School) reinforcing his entrepreneurial spirit.

He started his career at a boutique investment management firm in Beverly Hills, and through his tenure developed a keen understanding of client focused investment management.

Marcus has been advising individuals, families, businesses, millennial investors, and foundations /​endowments throughout his tenure as a Wealth Advisor. The scope of his expertise involves: Investment Management, Retirement Planning, Tax Managed strategies, Estate & Trust services, and College Planning.

Marcus lives in Los Angeles and has a very active California lifestyle. He loves Hiking, Surfing, Tennis, Golf, and many outdoor activities.