Green Ridge Wealth Planning

Green Ridge Wealth Planning Business Succession Planning
Financial and Tax Planning
Investment Management
Retirement Planning
Divorce Planning We explore all options independently.

PLAN - GROW - PRESERVE™

Green Ridge Wealth Planning's ultimate objective is for you to attain your financial dreams and life aspirations while creating a lasting legacy. We use our unique and thorough process to protect and enhance your wealth in a measurable way. Our thoughtful approach to financial planning is methodical, ensuring that each piece is addressed to help identify gaps and develop solutions. We look at the big picture to learn about you as a person or business owner and what drives you to make decisions. This holistic review further helps us customize your plan based on your individual goals and dreams. Our Financial Planners offer a premier level of standard and integrity helping you plan your future, build wealth, live well and create your legacy. From tax planning to retirement planning, we go beyond today's standard definition of financial planning. We don't answer to one bank, one insurance provider or one way of doing business. We take a comprehensive look at all aspects of your finances and empower you to make the right decisions for you, your business and your family. We don't sell you a product, we advise you for a better future.

A strong sale price does not always guarantee a secure retirement.If you plan to exit your business within the next five...
09/22/2026

A strong sale price does not always guarantee a secure retirement.

If you plan to exit your business within the next five years, you need to know whether the proceeds will actually support the lifestyle you want afterward. Taxes, valuation gaps, and disconnected planning can quickly reduce how much you ultimately keep.

Join Mitchell Sharpe, Krista Fenske, and Bobby Mascia in our upcoming webinar to learn how coordinated tax, legal, and financial planning can help you protect the value you have built and prepare for a smoother transition.

Register now at https://event.webinarjam.com/pv10x/register/8z935ik or click the link in our bio and join us today, September 22nd at 12pm EST.

09/18/2026

Congrats to the Green Ridge kids on their first full week of school! Make us proud! 📚🚌✏️🎓💡

Three years in the blink of an eye. We are grateful for the passion you bring into everything you do!
09/15/2026

Three years in the blink of an eye. We are grateful for the passion you bring into everything you do!

09/14/2026

The ladies of Green Ridge Wealth Planning had the most wonderful time supporting Homeless Solutions, Inc. today at its 19th annual Woman’s Day event. This Morris Country-based organization makes a tremendous impact on families and individuals who find themselves in positions they never imagined for themselves. Bobby’s wife, Brooke, was also in attendance along with Jordan’s wife, Justine. It was a heartfelt and beautiful event!

09/11/2026

09/09/2026

Happy Birthday, Kerry! We are so grateful for you keeping the powers that be in order 😉. Hope you had a wonderful day celebrating!

09/09/2026

Happy Birthday, Kerry! We are so grateful for you keeping the powers that be in order 😉. Hope you had a wonderful day celebrating!

08/27/2026

Is your business building wealth or just income?

10 questions, 5 minutes - one clear answer.

Take the Wealthficiency™ Gap Assessment here: https://monkeylink.co/bb8bfe

08/25/2026

Market updates don't have to be complicated. We offer a balanced, easy-to-understand look at today's market environment. Check out this clip of Luciano from our Investment Committee Webinar earlier this month.

Save your seat for the September webinar: https://monkeylink.co/96d2a5

Address

150 River Road, Bld E3
Montville, NJ
07045

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