“We were not actively looking for a new bank, but after a chance meeting with Joseph Serzan, our interest was piqued because he showed a sincere desire to help us. He took the time to learn about our organization, asked all the right questions, and had all the right answers. We realized Peapack Private Wealth Management had exactly what we needed, and Joe and his team helped us to manage our switch. They even took the time to explain to our Board of Directors and staff why it was important to move our financial relationship. We have never had such a good partnership with a so-called ‘vendor.’ We wouldn’t even use that word!”– Kathy Collins, Executive Director
MonmouthCares provides comprehensive care management for families with children who have emotional and behavioral challenges, and may also have developmental disabilities, substance use, and/or physical health challenges. The organization creates “teams” with affected families that include concerned family members and professionals who know the youth. Together, they create plans for each individual that address 12 life domains. MonmouthCares arranges for the services and resources to implement each plan and works with each “team” until everyone feels their needs are met and that they can manage the created plans on their own. The care management program at MonmouthCares serves almost 900 families and is provided at no charge, through dedicated funds provided by the State of New Jersey.
Joseph Serzan, Wealth Advisor, Peapack Private Wealth Management
