Greenridge WealthTalk to a fiduciary →
✛ Built for Starbase and the Rio Grande Valley

You worked for this. Now keep more of it.

Greenridge Wealth is a Rio Grande Valley, fee-based fiduciary firm built for Starbase and SpaceX employees with meaningful equity. We help you map your liquidity and tender timing, size the tax gap, and diversify, locally, and without the pressure.

Talk to a fiduciary →Get the free guide →

Greenridge Wealth is a fee-based fiduciary firm based in McAllen, minutes from Starbase, built for SpaceX and Starbase employees navigating concentrated equity, tender offers, and liquidity. We help you plan the tax, the concentration, and the timing, in person, and always in your interest.

The three traps, for equity like yours

Whether your liquidity comes through a tender offer or a future event, the problems are the same three.

  • The tax gap between what is withheld on your shares and what you actually owe.
  • Concentration when a single position becomes most of what you are worth.
  • Timing around tender windows, holding periods, and elections that run on deadlines.

Get the free guide

We publish a plain-language guide for Starbase and SpaceX employees on the unlock and tender calendar, the withholding gap, and how diversification actually works. It is educational, not personalized advice. Tell us where to send it and we will show it to you right away.

Your guide is ready.Download the guide →

Educational only, not personalized investment, legal, or tax advice. By requesting the guide you agree we may follow up. No cost, no obligation. See the disclosures below.

Why local and fiduciary

We are based in the Valley, not flying in for a seminar. You get a fiduciary who lives here, no product to sell you, and a plan you can revisit as your situation changes.

Common questions

Do I have to be selling my shares to talk to you?
No. The best time to plan is before a tender or liquidity window, while all your options are still open. A first conversation is free and without obligation.
Are you affiliated with SpaceX or Starbase?
No. Greenridge Wealth is an independent, fee-based fiduciary firm. We simply serve the Rio Grande Valley, including the many people who work at Starbase.
How are my shares taxed?
Taxation depends on the type of equity and how and when it becomes liquid; vesting RSUs are generally ordinary income, while long-held shares may be taxed differently. This is general information, so confirm the specifics with your tax professional.
Do you work with clients whose registration state is not Texas?
Advisory services are offered only where Greenridge Wealth is registered or exempt, and our Texas registration is pending. Tell us your situation and we will be straight about whether we can help.

Keep reading

Equity and liquidity events →A financial checklist for Starbase employees →How RSUs are taxed at IPO →Rio Grande Valley →

Get the free guide, or just talk.

Request the liquidity and tax action guide, or book a first conversation. No cost, no obligation, no pressure.

Get the free guide → Talk to a fiduciary →