Wall Street Experience,
Main Street Mindset.

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About Green Ridge Wealth Planning

It’s critical that you understand this about us—Green Ridge Wealth Planning is a fee-only fiduciary. That means we have a legal and ethical obligation to put your financial interests before our own. We don’t take commissions, we don’t sell products, and we have no hidden objectives. We just do real wealth management.

We select clients who can attain, or have attained, the level of wealth where sophisticated management makes sense for them. Our registered financial planners work exclusively with business owners, individuals and families who are dead serious about growing and preserving their wealth. Period.

Our team delivers Wall Street experience without the corporate bullshit, meaning you get quality advice from people that know who you are and what makes you tick.

Great wealth management doesn’t happen in a silo. Our team collaborate with everyone in your financial ecosystem to make sure you’re primed for long-term success.
Registered financial planners
CPA’s and tax advisors
Mortgage professionals
Estate planning specialists
Business strategists
Frankly, this approach is why our clients are getting the long-term financial results they expect.
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Our Team

Robert J. Mascia


Robert J. Mascia, CFBS
Jordan Kaufman, CFA, CFP®


Jordan Kaufman, CFA, CFP®


Stacia Lupinacci
Danielle Macrae


Danielle MacRae

Our Services

Investment Management

We focus on three components that are key to the longevity of your investments.

Financial Planning

We plot a course for your financial goals by creating a Life Map.

Business Planning

To meet the complex needs of business owners, we focus on three specific areas.

Business Retirement Plans

We help business owners plan, retain and increase value within their business.

Divorce Planning

We carefully help our clients navigate this difficult and delicate time.

Special Needs Planning

We help our clients advocate for loved ones with special needs, whether a child or adult.

Learn & Connect

When it comes to growing and preserving your wealth, knowledge is power. Whether you decide to work with us or not, these resources are here to help you make the best decision possible with your wealth planning.
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Job Opening - Investment Analyst


Job Opening - Executive Assistant

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