At Green Ridge Wealth Planning, giving back is woven into our DNA. We believe true success extends beyond financial achievements, which is why we formalized our commitment in 2024 with the launch of Green Ridge Gives Back (GRGB), our dedicated community outreach initiative.
Our Vision: A Shared Responsibility
We recognize the privilege of helping successful individuals enhance their financial well-being.
This privilege carries responsibility: to uplift those in need within our local community. GRGB is our commitment to making a tangible difference, inspiring our team, clients, and partners to join us in acts of service. At Green Ridge Wealth Planning we believe in building a stronger community. . . together.


Our Mission: Active Community Engagement
Green Ridge Gives Back actively engages with our community through:
Hands-on Volunteering:
We dedicate our time to local nonprofits, directly impacting the lives of those we serve.
Client & Partner Engagement:
We create meaningful opportunities for our clients and business partners to volunteer alongside us. Our clients consistently tell us that our community-focused events are among their favorites.
In-Office Donation Drives:
We leverage select events to collect essential items for those in need.
Fundraiser Participation:
We actively support local nonprofits by attending and contributing to their fundraising events.
Our Impact: Focused and Meaningful
We believe in focused impact, consciously dedicating our resources to a select group of organizations. Among the organizations, with which we proudly partner are nourish. NJ, West Bergen Mental Health Care, Homeless Solutions and The Dunkin’ Joy Foundation. Beyond GRGB, our team members are involved in organizations inspired by their personal passions.

To Bobby: “(We) had a great experience at nourish. NJ yesterday. It felt good to do something helpful for those in need. I wish you were there to witness the energy and can-do attitude of those participating, especially your employees. You have the BEST team; EVERY single person is wonderful. We love being a part of the GRWP family and appreciate all of you.”