We founded our group with a single mission in mind: to work as trusted financial guides in partnership with individuals and business owners on their journey to create and live meaningful lives for themselves and their loved ones. As a client-centered practice, we are committed to our clients’ success and to empowering them with valuable knowledge and advice. By taking the first step with our firm today, you will be rewarded with a greater understanding of sound financial planning concepts and investment insights. We seek to help you improve your financial well-being so you can focus on what’s most important, living life to the fullest.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio of assets, meaning all you own, not just your stocks and bonds. Then we recommend strategies designed to help you achieve those goals.
We are “Powered by Wealth-ficiency™”. After years of being in business and working with business owners and wealthy families, we have vetted out trusted individuals that we have available for free consults and reduced fees. Professionals that have shared clients, know how to use one another to coordinate efforts, and save our business owners time, money, and reduced risk and exposure.
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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Green Ridge Wealth Planning, a registered investment advisor. Green Ridge Wealth Planning and Robert Mascia are separate entities from LPL Financial.
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