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 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.

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.

09/18/2026

Congrats to the Green Ridge kids on their first full week of school! Make us proud! 📚🚌✏️🎓💡

Three years in the blink of an eye. We are grateful for the passion you bring into everything you do!
09/15/2026

Three years in the blink of an eye. We are grateful for the passion you bring into everything you do!

09/14/2026

The ladies of Green Ridge Wealth Planning had the most wonderful time supporting Homeless Solutions, Inc. today at its 19th annual Woman’s Day event. This Morris Country-based organization makes a tremendous impact on families and individuals who find themselves in positions they never imagined for themselves. Bobby’s wife, Brooke, was also in attendance along with Jordan’s wife, Justine. It was a heartfelt and beautiful event!

09/11/2026

09/09/2026

Happy Birthday, Kerry! We are so grateful for you keeping the powers that be in order 😉. Hope you had a wonderful day celebrating!

Address

150 River Road, Bld E3
Montville, NJ
07045

Website

Alerts

Be the first to know and let us send you an email when Green Ridge Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Green Ridge Wealth Planning:

Shortcuts

Share