Peapack Gladstone Bank
Peapack-Gladstone Bank, established in 1921 and headquartered in Bedminster, New Jersey, serves as a commercial bank providing comprehensive private banking and wealth management services across the United States. The bank operates through two main segments: Banking and Peapack Private. It offers a range of financial products, including checking and savings accounts, certificates of deposit, and various loan options such as commercial mortgages and residential mortgages. Additionally, Peapack-Gladstone Bank provides asset management, personal trust services, and financial planning. Its clientele includes businesses, non-profits, and individuals, with private banking locations in Bedminster, Morristown, Princeton, and Teaneck. The bank is recognized for its commitment to client service and integrity, delivering innovative solutions in wealth management and lending through both physical branches and online platforms.
Point View Wealth Management is an independent, fee-only registered investment advisor that provides customized portfolio management services and offers comprehensive financial planning tailored to clients’ unique circumstances.
Four Springs Capital Trust is a United States-based real estate investment trust that specializes in acquiring and managing a diversified portfolio of single-tenant net lease properties. Founded in 2012 and headquartered in Lake Como, New Jersey, the firm focuses on industrial, medical, retail, and office properties leased to high-quality tenants. These properties typically feature remaining lease terms of over ten years, along with contractual rent increases, which provide a stable income stream. Through its strategy, Four Springs Capital Trust aims to build a robust and diversified tenant base, ensuring steady returns for its investors.
Lassus Wherley & Associates, Inc. is a fee-only wealth management firm that specializes in financial planning, investment management, tax preparation, trust services, and family office support. With offices in New Providence, New Jersey, and Bonita Springs, Florida, the firm serves a diverse clientele, including individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Drawing on over 30 years of experience, Lassus Wherley employs a team-oriented approach to assist clients in establishing secure financial futures. The firm is a subsidiary of Peapack-Gladstone Bank.
Quadrant Capital Management is an employee owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to high net worth individuals. The firm also caters to charitable organizations, corporations, individuals, families, business owners, and corporate executives. It manages separate client-focused equity and fixed income portfolios. The firm also invests in mutual funds and exchange traded funds to construct its portfolios.
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