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Tired of lazy wealth advisors?
You’re in the right place.

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Green Ridge Wealth Planning Financial Services

What We Do

We help high net worth individuals who know they should be getting more out of the wealth they've acquired. We build totally custom wealth management strategies for those who are just starting out, and we fix underperforming strategies that were built by other advisors.

Who We Are

Bobby and Jordan are the brains (read: nerds) behind Green Ridge Wealth Management. You don't get passed off to some random financial planner or investment manager. You get Bobby and Jordan.

How We Do It

It’s pretty simple. We build a crystal clear roadmap to help you grow and protect your wealth. There are a few ways we can help you do that:
Investment Management
Financial Planning
Wealth Management
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Why Other Advisors Hate Us

We expose them for what they are. 99% of financial advisors are the "set it and forget it" type. That leads to investment FOMO. We are the 1%.

Fee-Only Fiduciary

This is a big one. Unlike the big commission based firms, we only charge a percentage of the total assets we’re managing. That means if we want to do well, we have to help you do well first. 

Being a fee-only fiduciary means we have a legal and ethical obligation to put your financial interests before our own (seems like a no-brainer, right?). We don’t accept commissions, we don’t sell products, and we have no hidden objectives. We just do real wealth management.

We’re Small, On Purpose

We are not a volume-based firm. We’re a small, tight-knit team that loves giving our clients real one-on-one attention. We don’t sell investment products, we don’t provide loans, we have no corporate goals to exceed, and we don’t have an investment banking division.

Communication

If you want us to call you and check in every month, we would absolutely love that. If you only want to hear from us a few times a year, that’s fine too. We can meet via Zoom, at our office, or at your favorite burger place. It really doesn’t matter to us.

The point is to make sure you feel good about what we’re doing for your financial future.

We’re Hungry

Your investment manager should be engaging you and lighting the fire under your ass, not the other way around. This isn’t just another job for us. This is our passion.
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Talk With Bobby and Jordan

Ready to change your financial future? Schedule time to speak with our experts, hear our philosphy on wealth management, and get your questions answered.
150 River Road Suite I-4 Montville, NJ 07045
myplan@greenridgeweal.wpenginepowered.com
(973) 826-0004
(862) 217-5344
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(973) 826-0004
[NOT IN USE] LP - General Services
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Our Team

Robert J. Mascia

Robert J. Mascia, CFBS

CEO, FOUNDER & FINANCIAL PLANNER

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
Educaton / 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
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Jordan Kaufman

Jordan C. Kaufman, CFA, CFP

Chief Investment Officer

Jordan’s Role as CIO:

• Knower of all things market and economy related
• Portfolio creation and risk management
• Financial planning and tax management
Educaton / 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
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