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.

06/23/2026

What if your "risky tech stocks" were actually your safety net?

In today’s market, traditional defensive sectors like healthcare and utilities aren't the only safe havens. We've noticed a surprising shift: companies like Netflix, Google, and Spotify are showing resilience, even when the economy wobbles.

Think about it: most people won't cancel Netflix or Spotify unless we're in a deep recession. These habits have become essential, not optional.

We’re keeping a close eye on how sectors are evolving, and sometimes, the best defense comes from where you’d least expect it.

06/22/2026

Check out this highlight from our latest market update. Great insights on the current landscape in under 60 seconds from Sean Cole. Want to see the next one live?

Subscribe to the Green Ridge newsletter on our website https://monkeylink.co/7fdfb7.

06/22/2026

Long weekend’s over and Luciano’s got your Monday recap covered.

Join us Monday-Friday around 5 PM for your daily market update from the Green Ridge team.

06/18/2026

A brief look at some of the key takeaways from our most recent update from Brandon Sisk. Join our mailing list to stay updated on future sessions: https://monkeylink.co/7fdfb7

06/18/2026

After the Bell 🔔

Markets are closed tomorrow in observance of Juneteenth so Brandon has you covered with everything you need to know heading into the long weekend.

See you Monday!

06/17/2026

🔔 After the Bell

Today, Sean walks you through what moved the markets and why it matters.

Join us Monday-Friday around 5 PM as the Green Ridge team breaks down the latest, right after the closing bell.

06/16/2026

🔔 After the Bell

Markets just closed and here’s what you need to know. Luciano breaks it down, quick and straight to the point.

Catch us Monday-Friday around 5 PM for the latest market moves from the Green Ridge Team.

🚨 Last Chance to Register! 🚨Our webinar is tomorrow at 12 PM!Join an M&A attorney, a serial entrepreneur, and a psycholo...
06/16/2026

🚨 Last Chance to Register! 🚨

Our webinar is tomorrow at 12 PM!

Join an M&A attorney, a serial entrepreneur, and a psychologist for a candid discussion on the first 12 months after selling a business. From financial and legal considerations to the personal challenges many owners don't expect, this panel will cover what comes next after the deal closes.

If you're considering an exit or have recently sold your business, this is a conversation you won't want to miss.

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

06/16/2026

Behind the scenes: Jordan aka JK aka our Chief Investment Officer leading the team through a discussion focused on two goals — delivering results and top-notch service to our clients. Collaboration like this is how we stay ahead for the people who trust us with their financial future.

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150 River Road, Bld E3
Montville, NJ
07045

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