Wealth management
Portfolios, planning, tax, and estate under one roof.
Overview ↗
✛ Independent · Fiduciary · RIA
Every fortune is
Every fortune is
a long ascent.
Greenridge Wealth is an investment adviser (registration pending) and the family office inside Greenridge Group, managing capital as a fiduciary for founders and families with complex, multi-entity balance sheets.
0%Commission products
100%Fiduciary advice
IndependentNo parent bank
Elev. 01, Philosophy
Three forces
move wealth uphill.
Building wealth is a slow climb up a ridge. We keep it repeatable, survivable, and tax-efficient.
Discipline◇
Written, not improvised
Every client gets a written financial plan and investment policy. The plan decides, not the headline.
Technology⌁
Modern tools, human judgment
Planning software, live reporting, and AI-assisted research handle the math and monitoring.
Growth↗
Patient by construction
Low-cost, globally diversified, rebalanced with intent, compounding across decades.
Elev. 02, What we do
Full-route wealth management for the people climbing it.
S·01
Investment management
Discretionary, low-cost, globally diversified portfolios, tax-aware in every account.
Discretionary →
S·02
Financial planning
Retirement, cash flow, education funding, and insurance in one living plan.
Living plan →
S·03
Tax strategy
Asset location, loss harvesting, Roth conversions, and withdrawal sequencing, coordinated with your CPA.
Coordinated →
S·04
Equity & liquidity events
Concentrated stock, RSUs, options, and founder exits, diversified and taxed deliberately.
Founders & execs →
S·05
Estate & legacy
Wealth transfer, trust coordination, and philanthropy into the next generation.
Generational →
Elev. 03, Independence
The advice you get
depends on who
signs the cheque.
At a bank or broker, the product shelf pulls against you. As an independent fiduciary, Greenridge is legally bound to put you first and disclose every dollar it is paid.
Talk to a fiduciary →Greenridge Wealth
Typical broker
Fiduciary on all advice
Suitability, sometimes
Fees disclosed in plain English
Commissions & loads
No product shelf
Sells in-house funds
Tax-aware by default
Often an afterthought
Advice you can read
Statements you can't
Under one roof
One client, served completely.
Most advisers hand you off: insurance one place, compliance another, nobody watching the whole picture. We put them under one roof.
Underwriting belongs in-house
We built Underridge to analyse transactions for our own clients.
How we are paid, and where our interests could differ from yours
For managing your portfolio
A percentage of the assets we manage, rising and falling with your account.
What we do not do
We do not accept payment for recommending outside products, and we do not sell proprietary investment products to advisory clients.
Our full conflicts disclosure is in Form ADV Part 2A, available free at adviserinfo.sec.gov and on request.
How we help
Based in McAllen, serving the Rio Grande Valley.
Independent, fee-based, and fiduciary. Explore the situation closest to yours.
Equity & liquidity events
RSUs, concentrated stock, options, and founder exits: tax, concentration, timing.
Explore ↗SpaceX & Starbase
For Starbase and SpaceX employees with concentrated equity. Local and fiduciary.
Explore ↗Common questions
What does fee-based mean, and how are you paid?
We're paid primarily by advisory fees, not product commissions. Greenridge Wealth and its affiliates may also receive insurance commissions, a conflict we disclose. Fee-based is not fee-only. See fee-based vs fiduciary vs commission.
Are you a fiduciary?
Greenridge Wealth acts as a fiduciary on the investment advice it provides, meaning it must act in your best interest. Registration as an investment adviser in Texas is pending and does not imply any particular level of skill or training.
Do you work with clients outside Texas?
Advisory services are offered only in states where Greenridge Wealth is registered or qualifies for an exemption. Texas registration is pending. Outside Texas, reach out and we'll tell you whether and when we can help.
How are RSUs taxed when my company goes public?
RSUs generally vest as ordinary income at the vesting price, and employers often withhold less than you owe, leaving a gap. More in how RSUs are taxed at IPO. Confirm specifics with your tax professional.
Who do you serve?
We're most useful to people facing a real decision: concentrated equity and liquidity events, physicians, and business owners across the Rio Grande Valley.
✛ Begin the ascent
The best time to start was then. The second best is now.
A first conversation is obligation-free: where you are, where you're headed, and whether Greenridge is the right firm to climb with.
Obligation-free. Or email inquiries@greenridgegroup.org · Request our Form ADV