Clients trying to attain their goals often get lost in the world of commissions, fees and information overload. There are 2 things that are most important for us and our relationship with clients: Transparency and communication. Good communication and transparency clear the air for a healthy relationship in helping our clients attain their goals.
We believe that in this complex world of information overload, having the right advice for all that can affect your goals is paramount to your success. That is why we created the "Powered by Wealth-ficiency™" approach to helping our clients understand the right options to meeting their goals. This approach coordinates across all of the professional services you use to make sure there are no gaps that haven't been identified.
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.
When it comes to providing financial services, it’s not just business as usual. It’s personal. Our goal is to help you feel welcome in our office and confident with the recommendations we make.
As an independent firm:
Robert founded Green Ridge Wealth Planning with the intention of bringing his clients the type of financial planning experience his clients deserve and not an out-of-the-box solution that most advisors give. Robert graduated from Lehigh University with a BS in Finance and a BS in Marketing. After a few years in the financial industry, Robert joined his family business franchising restaurants. He spent almost a decade in the business growing it from 20 to 40 locations and managing over 300 people.
Not growing up in the advisory business and owning his own businesses gives him a different perspective from other advisors. His mission is to make his clients successful in life by working in their best interests, not with corporate sales goals or commissions driving his recommendations.
Now, he guides business owners, family businesses, individuals and families as they identify their financial objectives. From there, he helps them implement the strategies necessary to attain them. He believes in a comprehensive approach to financial and business planning, collaborating with teams of professionals to work towards his clients future readiness, which he has labeled "Powered by Wealth-ficiency™"
Robert is highly-qualified for the services he provides, as he is certified in Business Succession Planning and is a Certified Family Business Specialist. He is also a business owner himself, meaning that he understands the dedication, determination, and passion it takes to be successful. Strategizing with his clients and witnessing their successes are what he finds most gratifying about his career.
In addition to a growing business, Robert enjoys spending time with his family. His wife, two sons, and daughter keep him busy playing, running around and coaching sports. He is also involved in the Essex County Bar Association and dental residency programs throughout New Jersey.
LPL advisors are provided with the independent research and other resources needed so they can give you objective advice — and you, in turn, can make informed decisions as you pursue your financial goals.
LPL Research’s experienced analysts, strategists, and investment specialists keep a pulse on global and US markets and economic trends so they can deliver research, market perspectives, asset allocation advice, and more
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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