Financial Planning and Advice

At Peapack Private, we believe clients can best realize their goals and objectives through the creation of a comprehensive financial plan. Our approach to wealth management incorporates a thorough review, discussion and implementation strategy that addresses the retirement, investment, risk management, income tax, and estate planning issues that all individuals and families need to consider in developing a financial plan, including:

Accumulating and Growing Wealth

  • Saving
  • Investing
  • Budgeting
  • Tax Planning, Strategies, Projections and Filings
  • Debt Management
  • Education Planning / 529 Plans
  • 401k, IRAs and Retirement Planning
  • Employee Benefit Reviews
  • Life Event Planning
  • Deferred Compensation, Stock Option and Qualified Retirement Plan Strategies
  • Non-Financial Asset Reviews – Homes, Real Estate, Collectibles

Protecting and Transitioning Your Wealth

  • Business Succession Issues
  • Monetizing Non-Financial Assets
  • Wealth Protection Strategies
  • Insurance and Risk Management
  • Trust & Estate Planning and Document Reviews
  • Titling of Assets
  • Gifting
  • Wills, POAs, Health Care Directives
  • Tax-Efficient Wealth Protection and Distribution
  • Philanthropy