Greenridge Wealth is an investment adviser (registration pending) and the family office inside Greenridge Group. We manage capital as a fiduciary for founders and families with complex, multi-entity balance sheets, and because wealth does not stop at the portfolio, we coordinate investing, risk, and transactions alongside it, decade after decade.
Individuals and families get planning-led, fiduciary advice built around their goals, with fees and any commissions disclosed up front. Advice starts from your full financial picture, not a product waiting to be placed.
We act in your interest and disclose how we are paid, including any commissions from affiliated insurance. Fee-based is not the same as fee-only, and we are clear about the difference.
Every client gets a financial plan and an investment policy in writing. When markets get loud, the plan decides, not the headline.
Planning, investments, and insurance handled in one place, with conflicts disclosed, so nobody is looking at only half the balance sheet.
What we do
Fee-based financial planning and investment advice as a fiduciary, coordinating investments and, through our affiliate, insurance.
Who it is for
Physicians and practice owners, pre-IPO and concentrated-equity holders, and business owners with wealth tied to something they built.
What you get
A written financial plan tied to your goals, fiduciary advice, and one team coordinating investments and insurance, with fees and conflicts disclosed.
Low-cost, globally diversified, and tax-aware by construction. We discover the whole picture, write the plan down, build it tax-aware across your accounts, and stay on the rope as life and markets shift.
Discretionary, low-cost, globally diversified portfolios built around your policy, tax-aware in every account.
Retirement, cash flow, education funding, and insurance, one living plan that updates as your life does.
Asset location, loss harvesting, Roth conversions, and withdrawal sequencing, coordinated with your CPA.
Concentrated stock, RSUs, options, and founder exits, diversified deliberately, taxed intelligently.
Wealth transfer, trust coordination, and philanthropy, so the climb continues into the next generation.
The advice you get depends on who signs the cheque. As an independent fiduciary, Greenridge charges for advice and discloses every other source of compensation in plain English.
Our full conflicts disclosure is in Form ADV Part 2A, available free at adviserinfo.sec.gov and on request.
Greenridge Wealth LLC ("Greenridge Wealth") has applied for registration as an investment adviser in the State of Texas. Registration as an investment adviser does not imply a certain level of skill or training. This content is general information only and is not personalized investment advice. The information on this website is provided for general informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, nor a recommendation, offer, or solicitation to buy or sell any security or to engage Greenridge Wealth's advisory services.
All investing involves risk, including the possible loss of principal. Past performance is not a guarantee of, and is not indicative of, future results. Diversification and asset allocation do not ensure a profit or protect against loss. References to tax-aware strategy, fee structure, or commissions describe Greenridge Wealth's general approach and are not a guarantee of any particular outcome. Greenridge Wealth does not provide legal or tax advice; clients should consult their own attorney and tax professional.
Advisory services are offered only in states where Greenridge Wealth is registered or qualifies for an exemption. Greenridge Wealth has applied for registration as an investment adviser in the State of Texas; registration is not yet final. Registration as an investment adviser does not imply a certain level of skill or training, and this content is general information only and is not personalized investment advice. Greenridge Wealth's Form CRS is available through the disclosure links above or upon request; its Form ADV Part 2A brochure will be made available once filed. Comparisons to "typical brokers" are illustrative generalizations and may not describe any specific firm.