“We were looking for financial advisors who would treat their relationship with us as more than simply business. We were looking for people who were committed to taking the time to work with our entire family; sharing the knowledge needed to participate fully in defining our financial objectives, and to implementing strategies to achieve those objectives in a thoughtful way. We found them at PGB. Our team of advisors combines personal warmth with great expertise. They go beyond the extra mile to establish a personal connection with our family, to help us make wise decisions about our financial future, and to produce results that are consistently on target.”– Ellen Roller and Paul Selver, Peapack Private Wealth Management Clients Since 2015
Wendy O’Ree, Wealth Advisor, Peapack Private Wealth Management
