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.

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

08/19/2026

Last night, our very own Stacia Lupinacci was honored in front of hundreds of attendees at the NJBIZ Leading Women in Business awards ceremony. The night celebrated women business leaders who help make New Jersey a better place to live, work and do business.

Stacia was accompanies by Jess and Danielle who, like the rest of our staff, were cheering Stacia on during the entire nomination process.

The event took place at The Palace in Somerset, where woman across various industries and non-profits were celebrated for both their business endeavors and philanthropic efforts.

One of the highlights of the night were videos of the honorees sharing the best advice they’ve ever received, our ladies walked away inspired.

Congratulations to Stacia and to all the honorees, and thank you, NJBIZ, for shining a light on the women shaping business (and giving back) in our state.

08/17/2026

If you could sit down with your 25-year-old self, what would you say?

Our team "elders" share the advice they wish they'd heard back then, a little about life, a little about money, and a lot about the things that matter most.

What's the one piece of advice you'd give your younger self? Drop it in the comments below.

Want to know more about our team? Meet them all here: https://monkeylink.co/ae71c4

08/11/2026

Feeling overwhelmed by the constant stream of market news?

Our upcoming webinar offers a balanced, easy-to-understand look at today's market environment. Hear directly from our Investment Team as they share key trends, timely insights, and perspectives to help you make sense of the markets.

Save your seat for August: https://monkeylink.co/4a39ec

08/07/2026

Life after selling a business brings new financial decisions, unexpected emotional adjustments, and important questions about what's next.

Watch our on-demand webinar to gain practical insights from experts who have helped business owners navigate the transition.

Access it here: https://monkeylink.co/d6ed0f

08/05/2026

The headlines are nonstop, and market commentary is coming from everywhere. But what actually matters to investors right now?

Join our Investment Team as they break down the latest market trends with practical insights designed to help you stay informed, not overwhelmed. All are welcome.

Register for August: Link in bio!

07/31/2026

You spent years building your business. What happens after you sell it?

Our recent webinar explores the financial, legal, and emotional realities of life after an exit—from navigating non-competes and tax decisions to redefining your identity and purpose in your next chapter.

Access the recording to get insights from our panel of experts: https://monkeylink.co/d6ed0f

07/30/2026

Many business owners spend years planning for the sale, but very little time planning for what comes next.

If you're thinking about an exit now or in the future, access our on-demand webinar to learn how priorities shift after the deal closes and how to prepare for the opportunities and challenges that follow.

View the recording today: https://monkeylink.co/d6ed0f

You’ve worked hard to grow your business, but is it translating into personal wealth? Our Wealthficiency™ Gap Assessment...
07/28/2026

You’ve worked hard to grow your business, but is it translating into personal wealth?

Our Wealthficiency™ Gap Assessment helps business owners identify opportunities to strengthen the connection between business success and long-term financial freedom.

It takes just five minutes and could change how you think about the future of your business.

Take the assessment: https://monkeylink.co/26e49b

Address

150 River Road, Bld E3
Montville, NJ
07045

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