A fiduciary wealth firm, built in the Rio Grande Valley
Greenridge Wealth is an independent, fee-based fiduciary firm based in McAllen, serving the Rio Grande Valley: McAllen, Edinburg, Brownsville, Harlingen, and South Padre Island. Your wealth stays with people who live and build here.
Greenridge Wealth is an independent, fee-based fiduciary firm headquartered in McAllen, Texas, serving the Rio Grande Valley. We are local, patient, and paid primarily by our clients, not by commissions on products.
A fee-based fiduciary financial advisor in McAllen and the Rio Grande Valley
We work with households and business owners across the region.
- McAllen and Edinburg
- Brownsville and the Starbase corridor
- Harlingen and the mid-Valley
- South Padre Island
Who we help locally
The Valley has more high-income professionals, physicians, and founders than its number of independent fiduciary firms would suggest. That gap is who we serve.
- Physicians across DHR and the region's health systems
- Starbase and SpaceX employees with concentrated equity
- Business owners planning succession and eventual sale
Why local and fiduciary beats a fly-in firm
A firm that visits once a quarter cannot know your business, your family, or the tax year you are actually in. We are here, and we are held to a fiduciary standard on the advice we give.
Common questions
Where are you located?
Do you work with clients outside the Valley or outside Texas?
What does fee-based mean?
Talk to a fiduciary in the Valley.
A first conversation is free and without obligation. We will tell you plainly how we would help.
Talk to a fiduciary →