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If you’ve ever had a shadow of a doubt about how your investments are being managed, you should have an independent third party analyze your portfolio.

Frustrated With Your Current Investment Management?

When new clients come to us, there’s always one burning question in their mind -- “am I really getting the most that I can out of my investments?” Regardless of who is currently managing your investments, you want to be sure you understand what’s going on, and that you’re taking advantage of every opportunity. Our free independent review will give you an unbiased analysis of how your investments are doing, and how they could be even better.
If these are the kinds of questions you want answered, contact us for a free independent analysis:
  • Am I really getting the most that I can out of my investments?
  • Did they just set it and forget it?
  • Are my investments diverse enough? Are they too diverse?
  • Am I taking advantage of the opportunities this current market offers?

    • How We're Different

    As a fee-only fiduciary, 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 focus solely on wealth management.
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    Looking to Hire a Financial Advisor? Watch the Video Below to Discover the Top 5 Questions You Should Be Asking.

    Our Team

    Robert J. Mascia

    Robert J. Mascia, CFBS

    CEO, FOUNDER & FINANCIAL PLANNER

    Robert Mascia, Bobby, founded Green Ridge Wealth Planning to offer his clients boutique, highly personalized financial planning and investment management services. Bobby lives in Basking Ridge, NJ with his wife Brooke, sons Aidan and Danny, and daughter Riley. In his spare time he coaches his boys in competitive sports, plays softball and enjoys cycling and mountain biking.

    Why Create GRWP?

    • His goal was to create a firm that was free from commissions, so that when you do better, the firm does better.
    • He realized that the difference between successful people that built a strong financial foundation and those that lived spoon to mouth was good advice from a team of trusted professionals.

    Bobby’s Role as CEO:

    • Helping the firm’s clients strategize on how to most efficiently attain financial freedom through planning and investment management
    • Positioning the firm and its resources to give our clients best in class results
    • Strategizing with business owner clients to make the most out of their largest asset
    Education / Certifications:
    • Lehigh University: B.S. Finance , B.S. Marketing
    • Certified in Business Succession Planning
    • Certified Family Business Specialist (CFBS)
    Experience:
    • Consultant for asset management firms and hedge funds, including Martin Zweig
    • Corporate real estate analysis for Thompson Financial
    • Owner / Operator of over 40 successful franchise and independent businesses
    Jordan Kaufman

    Jordan C. Kaufman, CFA, CFP

    Chief Investment Officer

    Jordan Kaufman is our numbers guy, as you can see from his Masters in Statistics from Columbia University, CFA and CFP designations. Jordan spent his career in hedge funds and institutional asset management, giving him perspective few in the financial advisory field have. Jordan joined GRWP as Partner and CIO in 2020, sharing with Bobby the same passion for his clients, vision for the firm, and entrepreneurial spirit to adapt and evolve to the ever-changing world and needs of his clients.

    Jordan lives in Ridgewood with his wife Justine, daughter Colette, and Penny and Odie, the family dogs. Jordan is an avid golfer, paddle competitor, and volunteers his time with local charities, is on the board of trustees for West Bergen Mental Healthcare, and is an active member of Ridgewood A.M. Rotary club.

    Jordan’s Role as CIO:

    • Knower of all things market and economy related
    • Portfolio creation and risk management
    • Financial planning and tax management
    Education / Certifications:
    • George Washington University: B.A.S. Economics and Statistics
    • Columbia University: Master’s degree, Statistics
    • Chartered Financial Analyst (CFA)
    • Certified Financial Planner (CFP®)
    Experience:
    • Wealth Advisor - Opt Advisory
    • Portfolio Manager - Oppenheimer & Co
    • Vice President, Asset Management - Goldman Sachs
    • Senior Investment Analyst - Satovsky Asset Management
    • Trader/Research Analyst - Davis Capital Management
    • Trader - Hold Brothers Capital, LLC
    Stacia Lupinacci

    Stacia Lupinacci

    Director of Client Relations

    Stacia Lupinacci is a career client service professional. Upon graduating from Montclair State University with a B.A. in Business Management, she started her career with Gucci as Account Executive managing relationships for the firm. Stacia left New York to run her marketing business and is an entrepreneur at heart and understands business owners. You will see she brings all of those strengths to her role at GRWP as the Director of Client Relations.

    Stacia currently works with clients to ensure they are brought into the Green Ridge Family and helps to facilitate those relationships as they grow with the firm. Her warm personality, diligence, and intelligence helps to build the Advisor/Client relationship into a long-lasting friendship.

    Stacia lives in Cedar Grove with her husband Andrew, son Andrew, and daughter Samantha. She is an active member within her community, working with her chamber of commerce and other local organizations and charities.

    Stacia’s Role as Director of Client Relations:

    • Securing all clients are walked through our 8-week onboarding process and is welcomed into the GRWP family
    • Administration needs for all clients, including account opening, calendaring, and account management
    • Assuring all clients are scheduled for reviews and receive communication from the firm throughout the year
    Education / Certifications:
    • Montclair State University: B.A. Business Management
    Experience:
    • Account Executive - Gucci
    • Marketing Entrepreneur

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    Green Ridge Wealth Planning

    Schedule a Free Investment Analysis With Us
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