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
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