Peapack-Gladstone Bank

Point View Wealth Management is an independent, fee-only registered investment advisor based in Summit, New Jersey. The firm specializes in offering tailored portfolio management services and comprehensive financial planning designed to meet the individual needs of its clients. By focusing on personalized strategies, Point View Wealth Management aims to help clients navigate their financial journeys effectively.

Lassus Wherley & Associates, based in New Providence, New Jersey, is a fee-only wealth management firm founded in 1985. The firm specializes in financial planning, investment management, tax preparation, trust services, and family office support. It serves a diverse client base, including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. With over 30 years of experience, Lassus Wherley employs a team approach to assist clients in building secure financial futures. In 2018, the firm became a subsidiary of Peapack-Gladstone Bank, further enhancing its service capabilities. Offices are also located in Bonita Springs, Florida.

Quadrant Capital Management, LLC is an employee-owned investment manager based in New Jersey, specializing in wealth management and financial planning services. The firm primarily serves high net worth individuals but also caters to charitable organizations, corporations, families, business owners, and corporate executives. Quadrant manages customized equity and fixed income portfolios, utilizing a combination of quantitative and fundamental analysis, along with a top-down and bottom-up approach to security selection. The firm also invests in mutual funds and exchange-traded funds as part of its portfolio construction. Founded in 2001, Quadrant Capital Management aims to provide independent and objective financial advice tailored to meet the unique needs of its clients.