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Peapack Private Wealth Management

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Peapack Private Wealth Management is comprised of a number of business units and subsidiaries that, collectively, provide comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations.

  • Private Wealth Management - locations in Bedminster, Princeton, Morristown and Teaneck, New Jersey
  • Lassus Wherley, a subsidiary of Peapack-Gladstone Bank, located in New Providence, NJ
  • Murphy Capital Management , an SEC-Registered Investment Advisory firm and subsidiary of Peapack-Gladstone Bank - located in Gladstone, NJ
  • Quadrant Capital Management , an SEC-Registered Investment Advisory firm and subsidiary of Peapack-Gladstone Bank - located in Fairfield, NJ
  • Wealth Management Consultants - located in Morristown, NJ
  • PGB Trust and Investments of Delaware - located in Greenville, DE 

Through these divisions and subsidiaries, we advise on and provide:

  • Discretionary Investment Management Services – both proprietary investment management as well as access to high-quality third-party investment managers in UMA or SMA accounts
  • Short Term Liquidity and Treasury Management Solutions
  • Trust and Fiduciary Services
  • Retirement, Cash Flow, Wealth Preservation and Wealth Transfer Strategies
  • Custodial and Safekeeping Services
  • Estate Settlement Solutions as Executor, Co-Executor or Agent for Executor
  • Personal and Fiduciary Tax Accounting, Advice, Planning
  • Insurance Planning
  • Cash Flow and Retirement Planning
  • Tax Return Preparation, Advice and Planning
  • Planning and Advice on a variety of complex issues for public-company executives including: retirement plan issues; stock option strategies; deferred compensation plans, and; the tax and financial aspects of employment contracts
  • Mortgage Lending and Banking Solutions
  • Residential Financing for Primary and Secondary Residences and for Investment Properties
  • Lines of Credit Secured by Marketable Securities
  • Interest Only Loan Programs
  • Structured Credit Accommodations
  • A full suite of checking and money market deposit accounts

Peapack Private Wealth Management Leadership

John P. Babcock
Senior Executive Vice President, President of Peapack Private Wealth Management
jbabcock@pgbank.com

All Banking Should Be Private Banking.

PEAPACK-GLADSTONE BANK IS A HIGH-PERFORMING BOUTIQUE BANK, LEADERS IN WEALTH, LENDING AND DEPOSIT SOLUTIONS, KNOWN NATIONALLY FOR UNPARALLELED CLIENT SERVICE, INTEGRITY AND TRUST.