Peapack-Gladstone Bank

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PGB Trust & Investments

Trust & Investments 

The wealth management division of Peapack-Gladstone Bank is one of the largest New Jersey-based asset managers with assets of more than $2.0 billion currently under administration. With its headquarters in Bedminster and additional offices in Morristown, Clinton and Summit, New Jersey, and NOW at the bank's new subsidiary PGB Trust & Investments of Delaware in Greenville, Delaware, Peapack-Gladstone Bank Trust & Investments is known for its integrity, client service and broad range of fiduciary and tax services.


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The State of Delaware is a premier trust jurisdiction that offers many advantages for individuals, families and businesses. Delaware trusts offer a wide range of benefits, provide confidentiality and security, and the investment flexibility and cost savings needed to help maximize investment potential. READ MORE
 

Our wealth management division specializes in:

Trustee Services

Estate Administration Services

Estate and Trust Administration Services

Charitable Trusts and Private Foundations

Investment Management Services

Custody Services

Individual Retirement Plan Services

Reporting Services

Accurate, Timely and Comprehensive Reporting - For all of the accounts described above hard copy statements can be provided on a monthly or quarterly basis. Transaction statements provide detailed listings of all receipts, disbursements and changes in account assets. Securities are priced daily and market valuation and income projections are available with each statement cycle.

Online access to your account is now available real time through our new reporting system StrataWeb.  Effective May 1, 2010 clients using PAL (Portfolio Account Link) through our website will begin using StrataWeb to view account activity.  The new platform is an online, real time site which provides clients with constant updates to account activity and pricing.  Users will also now receive email notifications when their monthly statements are available.  Click here to log into Strataweb and get started!


Clients with a need to review account history can continue to access Portfolio Account Link (PAL) at this time. 

Cash Management Services

Tax Preparation Services

Planning Services

Wealth Management Services

PGB Financial Services

Articles Library
Check out what's new in the world of trust and investments. Read interesting articles about current market conditions, the economic outlook, new tax regulations and much more.


Securities and mutual funds are not FDIC insured, are not obligations of or guaranteed by Peapack-Gladstone Bank, and may involve investment risk, including possible loss of principal.  Information provided for educational purposes only.  This should not be relied upon as tax and/or investment advice.  We encourage you to consult your personal legal, tax or financial advisors for information specific to your situation.
 

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PGB Trust & Investments Trust and Investment Services Newsletter
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Peapack-Gladstone Bank is a full-service NJ bank providing both business banking and personal banking and has served the New Jersey Banking community since 1921. We're committed to offering our customers the most convenient and innovative products and services to help them successfully navigate through the demands of life. Peapack-Gladstone Financial Corporation is a bank holding company. Peapack-Gladstone Bank was established in 1921 and is a wholly owned community bank. nj bank nj community bank nj commercial lending nj cd rates nj mortgages. free checking free business checking high yield checking mobile banking online banking. online account opening, remote deposit, e-statements, nj trust & investments. We have 21 branches in Somerset County, Hunterdon County and Morris County including the cities of Basking Ridge, Bedminster, Bernardsville, Bridgewater, Califon, Chatham, Chester, Clinton, Far Hills, Gladstone, Green Village, Hillsborough, Long Valley, Mendham, Morristown, Oldwick, Peapack, Pottersville, Summit, Whitehouse Station and Warren. Discover the conveniences all of Peapack-Gladstone Banks are having to offer. Business checking; free business checking accounts, interest-bearing checking accounts. Business savings; certificates of deposit, high yield money market accounts, insured money market accounts, sixth year in money market accounts, statement savings account. Commercial lending. Small-business lending. Other business services; cash management, remote deposit, merchant services. Personal banking; personal checking, chairman's club checking accounts, free personal checking accounts, interest-bearing checking accounts, NJ consumer checking accounts, opening a personal checking account. Personal savings; certificate of deposit's, IRA certificates of deposits high-yield money market accounts, insured money market accounts, IRA savings accounts, pony club savings accounts, statement savings account, opening a personal savings account. Consumer loans; home equity fixed term loans, home equity line of credit loans, personal unsecured loans, personnel reserved loans, vehicle loans, Car loans. Mortgage loans; adjustable rate mortgages, affordable mortgage products, construction permit it mortgages, fixed-rate mortgages, reverse mortgages. Products and services; access 24 our own banking, ATM banking, check reorder, point machines, credit cards (MasterCard Gold, Visa classic and platinum, Visa platinum was flexed miles, Visa business, direct deposit, net access Internet banking and bill paying service, mobile banking, night deposit, online financial calculators, adjustable rate mortgage calculator, biweekly payment calculator, kids calculated, to mortgage loan calculator, PITI, retirement calculator, refinance and interest savings, savings calculator, safe deposit boxes, Visa check cards. Trustee services. nj bank. nj community bank. nj commercial lending. nj cd rates. nj mortgages. free checking. free business checking. high yield checking. mobile banking. online banking. online account opening. remote deposit. e-statements. nj trust & investments. State administration services. The state and trust administration services. Charitable trusts and private foundations. Investment management services. Custody services. Individual retirement plan services. Reporting services. Cash management services. Tax preparation services. Financial planning services. Wealth management services. PDB's financial services.