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Knowledge is confidence.

News

September 29, 2021
Nick Sergio’s Banyan Wealth Named in Aspioneer Magazine’s Featured Asset and Wealth Management Companies Edition

Banyan Wealth, a leading New Jersey and New York-based wealth management and financial planning practice, announced today the company and Founder Nick Sergio, AIF® have been featured in Aspioneer Magazine’s Leading Asset and Wealth Management Companies edition.
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March 2, 2021
Banyan Wealth’s Nick Sergio Named to Raymond James Financial Services’ 2021 Leaders Council

Banyan Wealth, a premier New Jersey and New York-based wealth management and financial planning practice, announced today Nick Sergio, Founder and Chief Investment Officer, was named a member of the Raymond James Financial Services’ 2021 Leaders Council.
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January 13, 2021
Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth
New brand identity reaffirms company’s client commitment and positioning as one of the nation’s leading wealth management and financial planning companies.
Raymond James Red Bank, a premier New Jersey and New York-based wealth management and financial planning practice, announced today the company has formally changed its name to Banyan Wealth.
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