The Provident Bank in NJ

FOR OUR ECONOMIC COMMENTARY ALERT

Provident Signature Wealth

Your signature is unique – as are your financial needs and goals. The Provident Bank Wealth Management Group has designed an exclusive suite of services to help you manage your money and achieve your long-term investment goals. As a Provident Signature Wealth client, you will benefit from the guidance provided by a dedicated wealth management advisor, our exclusive personal concierge service, the convenience of our comprehensive cash management tools, as well as a limited-edition Provident Signature Wealth Visa® Debit Card.

 

Daily Cash Management
Long-term financial success depends on your ability to successfully manage your money on a daily basis. With Provident Signature Wealth, you can save, invest, borrow and spend within a single relationship. You will enjoy many account features and benefits, such as checking with an exclusive line of credit and no ATM or account/service fees. The line of credit can also be easily accessed by using your Provident Signature Wealth Visa® Debit Card.

Personal Wealth Managment Advisors
Weighing risk is an important step in any wealth management plan – risk can be managed through strategic investment in multiple asset classes. How your assets are allocated will be determined based on your risk tolerance and individual goals. After all, appropriate allocation has a major impact on your investment returns and liquidity.

Our experienced wealth advisors utilize advanced modeling techniques, evaluate asset class performance and analyze market trends to determine the best program for each individual. As a Provident Signature Wealth client you will receive one-on-one attention from a dedicated wealth advisor that can help you with a full-range of Wealth Management services* including:
  • Investment Management
  • Trust & Fiduciary Services
  • Financial Planning
  • Family Office Services
  • Estate Services

Exclusive Concierge Service
As a Provident Signature Wealth client you will enjoy our complimentary personal concierge service designed to elevate and enrich your lifestyle experiences. This elite service offers exclusive access and privileges, designed to save you time and provide convenience. In addition to securing reservations at top-rated restaurants and acquiring theatre/event tickets, our concierge can assist you with gift ideas, event planning recommendations, ground transportation, local travel accommodations, spas, golf tee-times, private aviation arrangements and more. Whatever your need, our team of lifestyle experts will use their network of alliances and partners to fulfill your requests with a style that enhances your own.

 

Need Help Charting a Course?
We invite you to schedule a complimentary consultation with one of our wealth management advisors. We are able to meet with you at your convenience, at your home, or at one of The Provident Bank's more than 80 locations.

To schedule an appointment, call (877) 631-8835.


* THE PROVIDENT BANK WEALTH MANAGEMENT GROUP PRODUCTS AND SERVICES: NOT FDIC INSURED-MAY GO DOWN IN VALUE
-NOT FINANCIAL INSTITUTION GUARANTEED-NOT A DEPOSIT-NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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