Green Ridge Wealth Planning LLC

EST. AUM
$389,606,027

CONTACTS
2

CLIENT ACCOUNTS
907

Firm Details

Metro area North Jersey
CRD Number 304236
Website grwealthplan.com
Client types

Overview

Green Ridge Wealth Planning, headquartered in Montville, New Jersey, is a fiduciary, fee-only RIA founded by Robert J. Mascia. The firm offers deeply personalized financial planning and investment management services to entrepreneurs, professionals, and families. Upholding a “Wall Street experience with a Main Street mindset,” Green Ridge focuses on holistic strategies incorporating financial, business, and estate planning through its proprietary Wealthficiency™ process — all aimed at delivering long-term clarity, accountability, and peace of mind.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Green Ridge Wealth Planning LLC

Platform Details

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