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

Unique challenges requiring and equally unique and personal approach.

Unique challenges requiring and equally unique and personal approach.

Women Investors

While every client has their own personal needs, goals and life circumstances, we keenly understand that woman face a unique set of challenges. Whether it’s time away from their careers to care for family or aging parents, finding yourself suddenly single from a divorce or outliving your spouse or partner, each of these challenges requires a personal financial plan that considers all the mitigating factors in your life. At Banyan Wealth, we believe it’s critical you’re educated and well informed on all your options when it comes to your financial health. Our team is committed to helping you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. While each situation may present a challenge, we view it as an opportunity to help you make smart, pragmatic financial decisions that will ultimately empower you to live the life you love – both today and tomorrow.

Our Woman Investor services include:

  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Legacy Planning
  • Wealth Transfer
  • Risk Management

1. Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2. Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

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From geopolitical tensions and rising oil prices to interest rates and inverted yield curves, don't miss Nick Sergio's 2022 Second Quarter Insights as he shares all his thoughts on current market volatility. www.raymondjamesconnect.com/a4h3mp ... See MoreSee Less

2 months ago
From geopolitical tensions and rising oil prices to interest rates and inverted yield curves, dont miss Nick Sergios 2022 Second Quarter Insights as he shares all his thoughts on current market volatility. https://www.raymondjamesconnect.com/a4h3mp

Banyan Wealth is excited to announce we were recently recognized on The Leaders Globe Magazine's list of "50 Super Brands of 2021." We invite you to read the article and learn how our brand story continues to drive our client-centric culture. www.raymondjamesconnect.com/ahg3wT ... See MoreSee Less

3 months ago
Banyan Wealth is excited to announce we were recently recognized on The Leaders Globe Magazines list of 50 Super Brands of 2021. We invite you to read the article and learn how our brand story continues to drive our client-centric culture. https://www.raymondjamesconnect.com/ahg3wT

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3 months ago

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3 months ago

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4 months ago