Concierge-Style 
Financial Advice 
for Entrepreneurs
and their Families

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Wall Street Experience, Main Street Mindset.

Our clients have financial questions that Google searches can't answer. They don't have the time, desire, or knowledge around complex planning topics and are looking for a guide to help them identify and avoid points of failure so they can attain their goals.  

Our team guides our clients and delivers Wall Street experience without the corporate nonsense, meaning you get quality advice and personalized concierge service.  We know our clients and what makes them tick!

Green Ridge Wealth Planning is a fee-only fiduciary.  No commissions, we don’t sell products, and no hidden objectives. We just do real wealth management.
Learn More About Us

Firm Partners

CEO, FOUNDER &
FINANCIAL PLANNER

Robert J. Mascia,
CFBS

PARTNER,
CHIEF INVESTMENT OFFICER (CIO)

Jordan Kaufman,
CFA, CFP®
Great wealth management doesn’t happen in a silo. Our team collaborates with everyone in your financial ecosystem to make sure you’re primed for long-term success.

  • Registered financial planners
  • CPAs and tax advisors
  • Mortgage professionals
  • Estate planning specialists
  • Business strategists
  • Attorneys

Our Services

Investment Management

We focus on three components that are key to the longevity of your investments.

Financial Planning

We plot a course for your financial goals by creating a Life Map.

Business Planning

To meet the complex needs of business owners, we focus on three specific areas.

Business Retirement Plans

We help business owners plan, retain and increase value within their business.

Divorce Planning

We recognize this is often a difficult and emotional time and strive to support our clients as they navigate the personal and financial challenges that arise.

Special Needs Planning

We help our clients advocate for loved ones with special needs, whether a child or adult.

What Our Clients Are Saying

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News and Commentary

When it comes to growing and preserving your wealth, knowledge is power. Whether you decide to work with us or not, these resources are here to help you make the best decision possible with your wealth planning.
See All Our Content
Blog

2025 First Quarter Commentary

Blog

3 Buckets to Consider Before Paying Off Your Mortgage

Blog

Corporate Transparency Act: Important Update

Blog

December Commentary

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