No matter how you’ve accumulated your wealth, one thing is certain: maintaining it requires constant management. There is no single formula for success. Your unique situation and goals are essential variables in developing a strategy.

Unlike large investment firms, we work with you on a more personal level -- offering you the customized service and attention you deserve. But most importantly, we offer solid asset allocation strategies based on your personal risk preference – not ours.

As the oldest bank in New Jersey, The Provident Bank has more than 170 years of experience in meeting the financial needs of its customers. Our Wealth Management Group carefully administers client assets, helping you reach your financial goals. We have offices in Madison and Toms River, and for your added convenience our advisors utilize the bank’s extensive network of more than 80 branches throughout the state, and also are available to come to you.

• We identify your financial goals, circumstances and risk tolerance before making recommendations.
• We utilize financial modeling to demonstrate potential investment scenarios and structure appropriate programs.
• We provide a full spectrum of asset management services, including wealth management, institutional services, and economic and market commentary to meet your unique needs. We maintain a close relationship with clients to keep you informed of market conditions, new opportunities and account activity.

• Wealth Management – Trusted wealth advisors provide a full suite of wealth management services, including asset allocation, trust and fiduciary services, financial planning, family office services, and estate services.
• Institutional Services – Knowledgeable asset managers manage municipal funds and 401(k) plans for businesses.
• Economic Commentary – Our asset managers are experts in the industry, offering keen insight into current market conditions and macroeconomic trends.