Green Ridge Wealth Planning

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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.

10/14/2026

The biggest deal mistake often happens before the paperwork is even signed.

When a business changes hands, the structure of the transaction can impact everything from taxes to future liabilities.

Mitchell Sharpe, founder of The Sharpe Group LLC, breaks down the difference between a stock sale and an asset sale, and why understanding what is actually being transferred matters before making a decision.

For business owners, the headline number is only part of the story. The details behind the deal can determine what you keep, what you inherit, and what comes next.

A successful transition starts with knowing exactly what you’re agreeing to.

10/13/2026

Market updates don’t have to be complicated. Check out this snippet from Sean Cole, CFP, from our latest session for a simplified look at the current trends. Sign up for our newsletter to stay informed: https://grwealthplan.com/

Every month, our investment committee comes together to break down what’s moving the markets and what it means for you.J...
10/12/2026

Every month, our investment committee comes together to break down what’s moving the markets and what it means for you.

Join Bobby Mascia CFBS,Jordan Kaufman, CFA, CFP®, Luciano Betman, Sean Cole, CFP®, and Brandon Sisk, as they cut through the noise and deliver the latest market trends in a way that’s relevant, balanced, and digestible, so you can stay informed without the overwhelm.

Open to clients and non-clients alike.

📅 October 14, 4pm EST

🔗 Register at the link in bio!

Drop a comment below or share with someone who wants to stay on top of the market.

You only live once — so why does it sometimes feel like you’re living paycheck to paycheck anyway despite what many woul...
10/08/2026

You only live once — so why does it sometimes feel like you’re living paycheck to paycheck anyway despite what many would consider a “great” income?

It’s called lifestyle creep: the quiet, comfortable upgrades that add up one decision at a time — until your income is bigger but your savings aren’t.

The good news? It’s one of the most fixable financial challenges out there, and you don’t have to choose between building wealth and having fun.

Read the full post on our blog (see link in bio) and if your income is growing faster than your savings, that’s a conversation worth having with our team.

Are you confident your investment strategy is working as hard as it should?Small missteps can quietly impact long-term r...
10/08/2026

Are you confident your investment strategy is working as hard as it should?

Small missteps can quietly impact long-term returns. This eBook highlights three common mistakes that may be holding your portfolio back and how to avoid them.

Get your copy at the link in our bio.

In 2020, Jordan Kaufman, CFA, CFP® joined Green Ridge Wealth Planning as Partner and Chief Investment Officer. He came f...
10/06/2026

In 2020, Jordan Kaufman, CFA, CFP® joined Green Ridge Wealth Planning as Partner and Chief Investment Officer. He came from Goldman Sachs with his Wall Street expertise and merged it with our “Main Street mindset.” Six years of Green Ridge and he hasn’t looked back!

A few fun facts about Jordan:

*Master’s in Statistics from Columbia. Yes, he actually loves the numbers.

*NJBIZ Leader in Finance 2024. NJBIZ People to Watch in Finance 2024. Inc. Magazine Best Workplaces 2024.

*Avid golfer, paddle competitor, and the guy who somehow also finds time for the Ridgewood A.M. Rotary and the Board of Trustees at West Bergen Mental Healthcare.

09/30/2026

Market updates don’t have to be complicated. Check out this snippet from Jordan Kaufman, CFA, CFP® from our latest session for a simplified look at the current trends. Sign up for our newsletter to stay informed: https://grwealthplan.com/

09/29/2026

A brief look at some of the key takeaways from our most recent update from Jordan Kaufman, CFA, CFP®. Join our mailing list to stay updated on future sessions: https://grwealthplan.com/

09/25/2026

Pizza party 😋

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.

Address

150 River Road, Bld E3
Montville, NJ
07045

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