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

  • Discretionary Investment Management Services—both proprietary investment management as well as access to high-quality third party investment managers in Unified Managed Accounts (UMA) or Separately Managed Accounts (SMA)
  • Personal Financial Planning
    • Retirement, Estate, Cash Flow and Investing
    • Wealth Preservation and Transfer Strategies
    • Insurance and Risk Management
    • Personal and Fiduciary Tax Accounting, Advice, Planning
    • Charitable Giving
    • Education Planning
  • Trust and Fiduciary Administration as Trustee, Co-Trustee or Agent for Trustee
  • Estate Settlement Administration as Executor, Co-Executor or Agent for Executor
  • Custodial and Safekeeping Services
  • Planning and Advice on a Variety of Complex Issues for Public-Company Executives
    • Retirement Plan Issues
    • Stock Option Strategies
    • Deferred Compensation Plans
    • Tax and Financial Aspects of Employment Contracts
  • Short-Term Liquidity and Treasury Management Solutions
  • Mortgage Lending and Banking Solutions
    • Residential Financing for Primary and Secondary Residences and for Investment Properties
    • Lines of Credit Secured by Marketable Securities
    • Structured Credit Accommodations
    • A full suite of checking and money market deposit accounts


*Non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by, Peapack-Gladstone Bank; and are subject to investment risks, including possible loss of the principal amount invested.
Peapack Private Investment Banking and its broker dealer, PGB Securities, LLC**, provide independent, unbiased, and objective advice to middle-market companies and their owners. This advice-led approach includes:
  • Assisting Business Owners with Evaluating Strategic Options that Enhance Shareholder Value
  • Advising Shareholders of Privately Held Businesses in Shareholder Disputes
  • Merger and Acquisition Advisory Support including Coordinating the Preparation for, and Execution of, the Sale or Acquisition of a Business
  • Evaluation and Assistance with Accessing Alternative Capital Markets
  • Exit Readiness and Transaction Planning of Strategic Alternatives to Maximize Shareholder Value while Achieving Ownership’s Financial and Non-Monetary Goals and Objectives
  • Customized Structured Finance Solutions including Cash Flow, Enterprise Value, Leveraged and Asset-Based Lending
**Securities offered through our affiliated broker dealer, PGB Securities LLC., member FINRA

Download the 2021 Annual Report