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

New brand identity reaffirms company’s client commitment and positioning as one of the nation’s leading wealth management and financial planning companies.

RED BANK, NEW JERSEY, September 29, 2021 – 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. The publication regularly features influential business leaders in a variety of industries. An interview with Sergio appears in their most recent issue in which he discusses his financial planning philosophy and the success behind Banyan Wealth’s “WHY Wealth Building ProcessTM.”

“This acknowledgement is truly a testament to the entire Banyan Wealth team and our ability to continue to serve the evolving needs of our clients,” said Nick Sergio, Accredited Investment Fiduciary®, Registered Principal & Financial Advisor at Raymond James Financial Services. “We want our clients to ‘live the life they love’ and leave the financial planning complexities to us – that’s our purpose and why we’re here. The entire team strives every day to deliver financial confidence to our clients so they can focus on what matters most to them in their lives. This philosophy is the root of our success and the reason why we’ve been able to differentiate ourselves from other firms.”

To read the entire article and feature story, visit https://aspioneer.com/finding-the-why-with-nicholas-sergio/. You can also visit BanyanWealth.com to learn more about Banyan Wealth and the company’s industry-leading wealth management and financial planning solutions.

About Banyan Wealth | Banyan Wealth is a leading wealth management and financial planning company. Established in 2001 with offices in Red Bank and Toms River, New Jersey, and Suffern, New York, the team offers a comprehensive suite of personalized services for families and individuals, retirees, business owners, women investors, corporate executives and healthcare professionals. Visit BanyanWealth.com to learn more about their “Live the Life You Love” approach to managing your financial future.

11 Wharf Ave., C-2, Red Bank, NJ 07701 • 732.747.8540
445 Brick Blvd., Suite 301, Brick, NJ 08723 • 732.914.3951
400 Rella Blvd., Suite 165, PMB 109, Montebello, NY 10901 • 888.565.8890

Banyan Wealth is not a registered broker dealer and is independent of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.