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 s

olutions. 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.

Succession planning isn't just about transferring ownership. It's about balancing family, business, liquidity, taxes, an...
07/22/2026

Succession planning isn't just about transferring ownership. It's about balancing family, business, liquidity, taxes, and long-term goals all at once.

We recently helped a business owner create a coordinated plan to transition his company to the next generation while strengthening cash management, funding trusts, and keeping the business positioned for future growth.

Read our blog to learn why successful succession planning requires more than documents—it requires a strategy: Link in bio!

Jordan shared his expertise at the New Jersey Investment Management Intersect Conference last week with more than 80 fin...
07/21/2026

Jordan shared his expertise at the New Jersey Investment Management Intersect Conference last week with more than 80 financial Professionals. He spoke on two panels: The Durable Multi-Asset Framework: Dynamic Allocation in 2026 and The Most Interesting Person in the Room: The Most Innovative Strategies We’ve Heard This Year.
 
Thanks to the Asset Allocator Institute team for a well-run event and thoughtful panel discussions.

07/16/2026

🔔 After the Bell
 
Thursday’s markets are in the books — Brandon’s got your recap before we close out the week tomorrow.
 
Not on our newsletter yet? Get market insights and updates from the Green Ridge team delivered straight to your inbox. Use the link in our bio.
 

07/15/2026

If you stepped away from your business for 30 days, what would happen? Would it keep moving, or would everything sit in a holding pattern until your return? If too much runs through you, growth becomes capped by your capacity.

Take the free Wealthficiency Assessment to see where you stand: https://monkeylink.co/26e49b

07/15/2026

Midweek market check. Sean breaks down today’s moves and what investors should be watching heading into the back half of the week.

07/14/2026

🔔After the Bell

Markets back in focus. Brandon’s got your Tuesday recap breaking down today’s moves and what’s on the radar.

Read Jordan’s July Commentary for a deeper look at what’s moving the markets. Use the link in bio.

07/14/2026

Many business owners underestimate the impact of selling their company—not just on their finances, but on their time, identity, relationships, and sense of purpose.

Our recent webinar dives into the realities of "Act II" and what successful transitions look like after the sale.

Access the recording and start planning for what's next: https://monkeylink.co/d6ed0f

07/13/2026

The Strait of Hormuz, a 6% oil spike, and a market that felt every bit of it. Sean breaks it down in today’s recap. 🔔

Read Jordan’s July market commentary for a deeper look at what this means for your portfolio. Use the link in our bio.

07/09/2026

Brandon breaks down what drove the market and what it means heading into Friday.

Learn more about how Green Ridge works with entrepreneurs and private wealth clients by clicking the link in our bio.

Selling your business is a major milestone, but managing the proceeds is only the beginning.Learn how we helped a busine...
07/08/2026

Selling your business is a major milestone, but managing the proceeds is only the beginning.
Learn how we helped a business owner transition from a liquidity event to a fully integrated financial plan that aligned investments, tax strategy, retirement income, estate planning, and long-term goals.

In this blog, we review how thoughtful planning can turn a one-time event into lasting financial confidence: https://monkeylink.co/42d3ee

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150 River Road, Bld E3
Montville, NJ
07045

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