Peapack-Gladstone Bank

Point View Wealth Management is an independent, fee-only registered investment advisor based in Summit, New Jersey. The firm specializes in providing tailored portfolio management services along with comprehensive financial planning that addresses the unique circumstances of each client. By focusing on individualized strategies, Point View Wealth Management aims to help clients achieve their financial goals with a personalized approach to investment and financial advice.

Four Springs Capital Trust is a private real estate investment firm based in Lake Como, New Jersey, established in 2012. The company specializes in acquiring and managing a diversified portfolio of single-tenant net lease properties, focusing on sectors such as industrial, medical, retail, and office spaces. It targets high-quality tenants and seeks properties with remaining lease terms exceeding ten years, which include contractual rent increases. By actively managing its portfolio, Four Springs Capital Trust aims to provide a stable and diversified tenant base, catering to the income-producing commercial real estate market across the United States.

Lassus Wherley and Associates is a fee-only wealth management firm based in New Providence, New Jersey, with an additional office in Bonita Springs, Florida. Established in 1985, the firm specializes in financial planning, investment management, tax preparation, trust services, and family office support. It serves a diverse clientele, including individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Lassus Wherley employs a team-oriented approach developed over more than three decades, with a focus on helping clients achieve secure financial futures. In 2018, the firm became a subsidiary of Peapack-Gladstone Bank, enhancing its capabilities within the wealth management sector.

Quadrant Capital Management is an employee-owned investment manager based in New Jersey, founded in 2001. The firm specializes in providing financial planning services and managing separate client-focused equity and fixed income portfolios for a diverse range of clients, including high net worth individuals, charitable organizations, corporations, families, business owners, and corporate executives. Quadrant Capital Management employs both quantitative and fundamental analysis to construct its portfolios, utilizing top-down and bottom-up security picking approaches. The firm also invests in mutual funds and exchange traded funds as part of its investment strategy.