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Our wealth management division, Peapack Private, provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them.

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See what caught our eye this week and get our view on these topics.

It was a reasonably quiet start to the holiday-shortened week as investors balanced bullish and bearish narratives in anticipation of a busier week ahead of fourth-quarter earnings. A Bloomberg report noted that the European Central Bank (ECB) is considering a slowdown in rate hikes as soon as March, which added to the momentum for a potential slowdown in tightening by the Fed. Wednesday trading posted the worst day for the S&P 500 since December 15 as U.S. equities closed near the lows.

Peapack Private believes clients can best realize their goals and objectives through the creation of a complete and comprehensive financial plan.  We work with clients to incorporate a thorough analysis of their situation and the development of strategies and solutions tailored to meet their objectives. Hear what makes our approach to financial planning special and why our clients have trusted us to help build their legacy for over 100 years.

What happens to Medicare premiums after I get a gift?

Our wealth management Leadership