Green Ridge Wealth Planning is a family-owned financial planning and wealth management firm based in New Jersey, built on the belief that meaningful advice starts with meaningful relationships. We help individuals, families, business owners, and retirees navigate life’s most important financial decisions through comprehensive planning, personalized investment guidance, and a long-term commitment to their success. Unlike firms that focus on products or transactions, we take a collaborative, client-first approach designed to bring clarity, confidence, and coordination to every stage of your financial journey. Our team combines deep expertise across financial planning, investment management, and client service to deliver a more complete wealth management experience.
Robert J. Mascia, CFBSFounder & CEOFull Bio >
Jordan Kaufman, CFA, CFP®Partner & Chief Investment OfficerFull Bio >
Donald AnfusoDirector of Client RelationsFull Bio >
Kerry BennettSenior Executive AssistantFull Bio >
Luciano BetmanWealth AdvisorFull Bio >
Sean Cole, CFP®Senior Investment Advisor RepresentativeFull Bio >
Steve DecoiteControllerFull Bio >
Wendy DeerChief Compliance Officer | Chief Operating OfficerFull Bio >
Jessica LascarDirector of Marketing & CommunicationsFull Bio >
Stacia LupinacciSenior Director, Client RelationsFull Bio >
Danielle MacRae, MBADirector of Financial PlanningFull Bio >
Helena MattioliClient LiaisonFull Bio >
Brandon Sisk, FPQP®Senior Investment Advisor RepresentativeFull Bio >
Bobby, Jordan, Danielle and the entire Green Ridge Wealth Planning team are absolutely incredible. We can trust their insight through every stage of our financial planning, from strategizing for college and retirement to funding home renovations and creating a thoughtful investment strategy. We seek their input in all of our financial decisions. Their regular market and portfolio updates are extremely helpful, and we couldn’t be more grateful to have them in our corner. – Nicole M.
Contact us today
Our team of experienced professionals brings Wall Street expertise and a Main Street mindset to every client relationship. We work closely with you to understand your individual needs and develop a personalized investment strategy that aligns with your financial goals.