The Wealth Management division of PGB assists each client in the development of a customized investment program that is consistent with his or her particular financial situation. Clients are provided with a broad array of US and global investment vehicles, including stocks, corporate and municipal bonds, US Treasury, federal agency, exchange traded funds and mutual bonds. The asset selection process can be implemented on a discretionary or advisory basis achieving goals such as:
- Asset preservation
- Capital appreciation
- Current income stream
- Tax minimization
- A blend of the above
Additionally, we have the ability to offer our clients best of breed asset managers in many asset classes including international, emerging markets, small cap, etc. (through our open architecture platform).
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.