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.

On June 17th at 12pm, we’re bringing together an M&A attorney, a serial entrepreneur, and a psychologist for a live pane...
06/03/2026

On June 17th at 12pm, we’re bringing together an M&A attorney, a serial entrepreneur, and a psychologist for a live panel discussion to help business owners think through the first 12 months following the sale of their business.

Whether you’ve just sold your business or are planning to, this is a rare opportunity to hear from professionals who each see a different side of what happens after a sale—and how those perspectives come together when decisions need to be made.

Register now: https://monkeylink.co/6dbbd9

Join us on June 17th at 12pm for a panel discussion about the first 12 months following the sale of your business—and wh...
06/01/2026

Join us on June 17th at 12pm for a panel discussion about the first 12 months following the sale of your business—and what you can expect legally, financially, and emotionally.

Hear from an M&A attorney, a serial entrepreneur, and psychologist as they share unique perspectives and strategies to create a fulfilling Act 2!

Reserve your spot! https://monkeylink.co/6dbbd9

On Friday, Jess explained investing, wealth management, and marketing to 3 rooms of 5th graders at her daughter’s elemen...
06/01/2026

On Friday, Jess explained investing, wealth management, and marketing to 3 rooms of 5th graders at her daughter’s elementary school.
 
They covered a lot of ground — from what a financial advisor actually does, to how she markets those services, to a lively game of “Would You Rather” about how they’d spend their money. Jess shared with them that it’s not accident that they are all obsessed with NeeDohs. There was a marketer behind that!!
 
These kids asked great questions, and reminded her why financial literacy matters from day one. She stressed that it’s never too early (or late) to start good money habits.💚
 

Happy Birthday to our sunshine, Stacia! ☀️💛Your kindness, compassion, and genuine care for others make such a lasting im...
05/28/2026

Happy Birthday to our sunshine, Stacia! ☀️💛

Your kindness, compassion, and genuine care for others make such a lasting impact on everyone around you — from our team to our clients and beyond. You bring warmth, positivity, and so much laughter wherever you go, and it’s impossible not to smile when you’re around.

We’re incredibly lucky to have you on our team. Wishing you the happiest birthday and a year ahead filled with all the joy you bring to others every day!

05/25/2026

Market updates don’t have to be complicated. Check out this snippet from our latest session for a simplified look at the current trends.

Sign up for our newsletter to stay informed: grwealthplan.com

You just sold your business—now what? Green Ridge is hosting a virtual panel discussion with an M&A attorney, a serial e...
05/21/2026

You just sold your business—now what? Green Ridge is hosting a virtual panel discussion with an M&A attorney, a serial entrepreneur, and psychologist who will walk through what to focus on during the first 12 months after a sale. From loose ends to bigger decisions, we’ll cover what needs your attention.

Reserve your spot! https://monkeylink.co/6dbbd9

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05/20/2026

How much cash cushion is “healthy” for your business? 💡

Mitchell Sharpe, M.B.A., C.P.A. breaks down why the right current ratio isn’t the same for every company; it depends on whether you’re inventory-heavy or running a service-based model. A 2:1 ratio is a solid benchmark, but the real insight comes from knowing what’s normal for your industry.

That nuance can be the difference between sleeping well at night and always feeling strapped for cash.

👉 What ratio do you aim for in your business, and how do you decide what’s “enough”?

05/20/2026

A brief look at some of the key takeaways from our most recent update from Sean Cole, CFP.

Join our mailing list to stay updated on future sessions: grwealthplan.com

If you’re thinking about selling your business, this guide is for you. Learn what it means to sell smart, why you should...
05/18/2026

If you’re thinking about selling your business, this guide is for you. Learn what it means to sell smart, why you should be working on your business instead of in it, and how to avoid the most common pitfalls that could lead to a disastrous sale.

Check out the free eBook now: Link in bio!


05/18/2026

Check out this highlight from our latest market update. Great insights from Jordan Kaufman on the current landscape in 60 seconds. Want to see the next one live? Subscribe to the Green Ridge newsletter on our website: https://grwealthplan.com/

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150 River Road, Bld E3
Montville, NJ
07045

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