Green Ridge Wealth Planning passion

Our belief:  We are 100% advice driven, working as licensed fiduciaries in your best interest.  We don't just do this because we are legally and professionally bound. We do it because we are committed to trust, integrity and accountability


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:

  1. Transparency
  2. Communication.

Good communication and  transparency clear the air for a healthy relationship in helping our clients attain their goals.

The Team


Our team helps to break down the comprehensive picture and handle all aspects of your financial life.  We call this "Wealthficiency"

 

Robert J. Mascia, C.F.B.S.

CEO, Founder

Financial Planner

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. Read More.....

Stacia Lupinacci

Director of Client Relations

Constantina Koulosousas

Estate, Special Needs, Elder Care Attorney and Strategic Partner

Robert Greulich, CPA

Tax Advisor, Consultant and Strategic Partner

Karthik Govindarajan

President, Oak Tree Consulting

Business Strategist and Strategic Partner

Visit our FAQ's for more information