Now is the time. Empower your finances.

Green Ridge Wealth Planning offers a comprehensive approach to Financial Planning and Investment Management to help business owners, individuals and families Plan-Grow-Preserve™  their wealth.


No Hidden Fees | No Commissions | No Hidden Objectives

 

Founder and CEO Robert Mascia has created a firm of highly collaborative professionals who provide personalized and strategic financial, business and investment planning.  About Us >

Green Ridge Wealth Planning offers a range of customized services to business owners, individuals and families, including wealth, business, investment and divorce planning. Explore Services >

We provide the resources needed to inform our clients and keep their portfolios current throughout market fluctuations, life changes and other unexpected variables. View Resources >

“If you fail to plan, you are planning to fail!”

~ Benjamin Franklin

"Someone's sitting in the shade today because someone planted a tree a long time ago"

~ Warren Buffett

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." 

~ Robert Kiyosaki

Bobby Mascia

How attainable are your goals?  Would you like to know?


  • Stress-test your retirement income so you never have to worry about running out of money.  
  • Help you rest comfortably without being concerned about the volatility of the markets.
  • Advise on how to best use your money and save through appropriate tax solutions.  
  • Advise on how to sell or exit your business in a way that makes financial sense.   
  • Execute stock options or tax planning around restricted stock units (RSU's).
  • Implement an investment strategy that reduces your tax exposure so the money lasts longer.
  • Create a spending plan that helps you reach your retirement goals.
  • Robert J Mascia, CFBS
  • CEO & Founder