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.
Serving the 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 →