Red Bank, NJ   •   Toms River, NJ   •   Suffern, NY         Client Access

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Knowledge is confidence.

News

March 2, 2022
Banyan Wealth Recognized as One of the Leading Brands of 2021

The Leaders Globe Magazine recently recognized Banyan Wealth on its listing of “The 50 Super Brands of 2021.” The annual list includes companies that have "revolutionized the market landscape with their astute expertise and relentless drive to deliver unmatched services and products to their clients."
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January 18, 2022
Banyan Wealth’s Nick Sergio Achieves Membership in Raymond James Financial Services 2022 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’ 2022 Leaders Council.
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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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