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

Preserving all that is yours.

Preserving all that is yours.

Our Clients

Banyan Wealth serves a broad and diverse spectrum of clients ranging from individuals and families to businesses. Our collective experience and expertise provides us the ability to serve each uniquely based on their life circumstances and goals, whether personally or professionally.

Families & Individuals

We’ve had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life. Learn More >

Retirees

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change. Learn More >

Business Owners

As a business owner, you’ve built something you deeply care about – and you want to see it thrive. We understand. We’re well-versed in the challenges and opportunities that play a part in growing a company. As your partner, we provide the financial direction, leadership and confidence needed for you to focus on what you do best. Learn More >

Women Investors

While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these challenges may be different and require a different approach. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so. Our team will provide the experience, expertise and advice to help ensure you plan addresses whatever life brings your way. Learn More >

Corporate Executives

As an executive, you spend a majority of your time and energy between the office and home, with little to spare to dedicate to your own personal portfolio and finances. With us as your partner, we’ll deliver the confidence and understanding that your financial today and tomorrow are on plan and always under our watchful eye. Learn More >

Healthcare Professionals

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your importance of protecting against liabilities and other risks; preserving your assets from excessive taxes; mitigating the effects of healthcare cutbacks; managing education debt; and pursuing financial independence. You also have other priorities to save for – a home, a family and retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We also understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future. Learn More >