Private Wealth Established 2026
Bell Ridge Private Wealth is an independent practice built on the belief that true financial wellbeing goes beyond the markets. Founded by Ingrid Dikmen — a seasoned advisor with over two decades of experience — we partner with discerning families to craft comprehensive plans that protect, grow, and transfer wealth across generations.
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Ingrid Dikmen
Founder · Portfolio Manager
About Ingrid Dikmen
For over 25 years, Ingrid has done the work that compound interest alone cannot do: she has sat with families at kitchen tables, in boardrooms, and through the quiet emergencies that markets and life deliver alike. Her career has been built not on transactions, but on confidence that passes from one generation to the next.
She has guided multigenerational families through wealth that outlives its first stewards — helping clients answer not only how do we grow it, but how do we carry it forward with purpose? Every plan she builds begins the same way: with the person in front of her, not a product shelf behind her.
Bell Ridge Private Wealth is the practice she always envisioned — independent by design, so that her clients always come first, without compromise. Here, legacy and continuity are not afterthoughts. They are the very reason the firm exists.
The Old Promise
Ingrid's practice was shaped by an era when an advisor's word was the instrument of record — and she has never left that standard behind.
The Modern Advantage
Today's planning technology gives Ingrid's clients clarity and precision that prior generations could not access — without replacing the human judgment at the center of every decision.
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Our Approach
As a Private Investment Management portfolio manager, Ingrid builds each portfolio individually — calibrated to your goals, risk tolerance and preferences. Never templated. Never off-the-shelf.
Markets reward conviction and time. Two decades of cycles have shaped a philosophy grounded in research, restraint, and a long-horizon view of what truly compounds wealth.
Your advisor should know your name, your story, and the why behind every decision. At Bell Ridge, the relationship is the practice — clients are never a number on a roster.
Services
Comprehensive private wealth — built around your life, not a product menu. Engagements typically begin with a confidential conversation.
01
Individually managed portfolios across equities, fixed income and alternatives — tailored to each household.
02
Retirement, education, liquidity events, and the milestones in between — mapped, modeled, and revisited.
03
Building anticipated income streams designed with a goal to outlast volatility and last as long as you do.
04
Thoughtful strategies for transferring wealth, values, and stewardship to the next generation.
05
A clear-eyed look at the unexpected — protection that quietly does its job in the background.
06
Inheritance, divorce, business sale, relocation — steady counsel through life's pivotal financial moments.
07
Stock options and RSUs create significant — and complicated — wealth. Ingrid helps clients navigate timing, tax strategy, and concentration risk to build a portfolio around the future you envision.
Get Started
The Journey
1996
The Beginning
Ingrid begins her career at David Lerner Associates and earns her Series 7 and 63 registrations.
2000
Wall Street Years
Joins Prudential Securities — later to become Wells Fargo Advisors — beginning a long tenure at the heart of private wealth.
2004
PIM Portfolio Manager
Becomes a Private Investment Management (PIM) Portfolio Manager — earning discretion to customize portfolios directly to each client's goals.
2026
Bell Ridge Founded
Ingrid founds Bell Ridge Private Wealth — an independent practice built on two decades of conviction, client-first stewardship, and quiet excellence.
Beyond the Office
When Ingrid is not in the office, she spends her time with her two sons, Ethan and Myles. She is a devoted cook for friends and family, an enthusiastic traveler, and a longtime photographer.
She stays grounded through cross training, hiking, and yoga — the same discipline and patience she brings to her clients' portfolios.
Family
Her two sons, Ethan and Myles
The Table
Cooking for friends and family
The World
Travel and photography
The Practice
Cross training, hiking, and yoga
The Team
Joanne Craig
Manager of Client Relations
Manager of Client Relations
Joanne Craig is a client-focused financial services professional with more than 20 years of experience in mortgage account management and client relationship development. Known for her responsiveness, professionalism, and deep industry knowledge, she has built a skill for supporting clients through complex financial decisions with confidence and care.
She is committed to understanding each client's unique needs and delivering personalized support that drives real outcomes. Her transition from a successful mortgage career into the broader financial services sector reflects her passion for helping clients pursue their goals while continuously expanding her expertise.
Outside of work, Joanne is a fitness enthusiast who loves travel and exploring new destinations — and a proud mom who values personal growth and meaningful connections.
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Let's Talk
Every engagement starts with a confidential, no-obligation conversation. Tell us a little about your situation — Ingrid will respond personally.
Direct
By appointment
Location
1 Enterprise Dr, Suite 410
Shelton, CT 06484