Financial Planning and Advice

At Peapack Private, we believe clients can best realize their goals and objectives through the creation of a complete and confidential financial plan. Our approach to wealth management incorporates a thorough analysis of the current situation and the development of strategies and alternatives for review and discussion. Our plans can address income and expense projections, retirement, investment, risk management, income tax, and estate planning issues and opportunities that all individuals and families need to consider 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