Wealth Management | Fee-Based Fiduciary

Greenridge Wealth is an independent, fee-based fiduciary firm based in McAllen and serving the Rio Grande Valley. We build disciplined, globally diversified portfolios and coordinate tax, equity, and estate planning under one roof, held to a fiduciary standard.

What we do

Five services, coordinated rather than sold in pieces. Each one links to the others, because a portfolio decision is also a tax decision, and a liquidity event is also an estate decision.

Investment management: low-cost, globally diversified portfolios built to a plan.
Financial planning: the roadmap that the portfolio serves.
Tax strategy: coordinated with your CPA, not an afterthought.
Equity and liquidity events: RSUs, concentrated stock, options, and founder exits.
Estate and legacy: structure that carries wealth to the next generation.

Who we serve

We are most useful to people with a real decision in front of them, not just an account to open.

Equity and liquidity: employees and founders with concentrated stock, including Starbase and SpaceX employees.
Physicians: high income, complex entities, and very little time.
Business owners: whose wealth is concentrated in something they built.

The Climb

Discover, Plan, Implement, Steward. We learn the whole picture before we touch a portfolio, write the plan down, implement it patiently, and then steward it through the years and the events that follow.

Why independent and fee-based

We are not owned by a fund company or a bank, so there is no house product to push. We are compensated primarily by advisory fees. Our affiliates may earn insurance commissions, which is a conflict of interest we disclose plainly rather than bury. Fewer conflicts, stated out loud, is the point.

Common questions

What does fee-based mean, and how is Greenridge Wealth paid?

Fee-based means we are paid primarily by advisory fees agreed with you, rather than by commissions on the products we recommend. Greenridge Wealth and its affiliates may also receive commissions on insurance products, which is a conflict of interest that we disclose. Fee-based is not the same as fee-only. We describe exactly how we are paid before you engage us.

Are you a fiduciary?

Greenridge Wealth acts as a fiduciary on the investment advice it provides, which means we are held to 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. Our Texas registration is pending. If you are outside Texas, reach out and we will tell you honestly whether and when we can help.

What is your minimum?

Rather than a hard dollar minimum, we look for fit: a real planning need where our coordination of investments, tax, and risk earns its keep. Ask us directly and we will be straight about whether we are the right firm for you.

Talk to a fiduciary.

A first conversation is free and without obligation. We will tell you plainly how we would help, what it costs, and whether we are the right fit.

Talk to a fiduciary →

Wealth management, written not improvised