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ABOUT US

Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $2.5 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty.

Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful.

Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.

OUR HISTORY

Beacon Trust has been providing investment management, planning and trust services since it was chartered in 1988

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Dudley Gregory, first active president and first mayor of Jersey City, is born.

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At Dave Smith’s store, town leaders decide Jersey City needs a savings bank

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Provident Institution for Savings in Jersey City is established as state’s first mutual savings bank 

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Widespread distrust of banks following the Panic of 1837 delays bank opening.

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Bank opens for business at Temperance Hall. 200 accounts opened first year. 

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Provident has $3.5 million in assets 

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Builds Main Office at 239 Washington Street, rents ground floor to Jersey City Library 

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Provident has $16 million in assets 

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First branch office opens at 533 Bergen Avenue, Jersey City

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New branch opens in Lafayette section of Jersey City

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New branch opens in Greenville section of Jersey City 

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Opening of the Bergen-Journal Square office brings total offices to six 

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Expansion beyond Jersey City begins with West New York at 55th Street office 

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Acquires First National Bank of Dunellen

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Bloomfield Savings Bank merges with Provident

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Paul M. Pantozzi becomes President – 34 branches - $1.4 billion in assets 

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Paul M. Pantozzi elected Chairman 

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Converts to a publicly held company Provident Financial Services, Inc. 

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The Provident Bank Foundation is established 

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Acquires First Savings Bank, Chris Martin becomes President

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Acquires First Morris Bank & Trust

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Chris Martin elected Chairman 

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Provident reports $7.1 billion in assets

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Provident acquires Beacon Trust Company & expands its wealth management business throughout the state.

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Provident completes acquisition of Team Capital and expands into Pennsylvania, expanding, for the first time, outside of New Jersey.

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Provident celebrates 175 years with $7.5 billion in assets & 77 branches throughout NJ.

Beacon Trust was acquired by Provident Bank in 2011
as part of the bank’s initiative to expand its wealth management services in response to the growing demand for sophisticated and reliable financial advice. Founded in 1839, Provident Bank emphasizes personal service and customer convenience in attending to the financial needs of businesses, individuals and families. It offers a host of innovative deposit, loan, cash management, escrow account management and investment products.

In 2014, Beacon Trust completed the acquisition of the wealth management division of Suffolk County National Bank, expanding its geographic footprint into New York. Beacon Trust also acquired The MDE Group and Acertus Capital Management in 2015, expanding its investment management, planning and tax preparation capabilities for its clients. 

Message from THE PRESIDENT

Beacon Trust: Innovating Wealth Strategy

Thank you for visiting our website; I invite you to explore our site to learn more about the services we provide.  At Beacon Trust, “wealth management” is more than a phrase.  It illustrates the fiduciary responsibility we have to properly handle the financial affairs of our clients.  When you are a client of Beacon Trust, you should have trust and confidence in our ability to help you meet your financial goals.  It is our hope that you will fully utilize the five primary services provided by Beacon Trust – investment management, tax planning, financial planning, trust & estate administration, and banking services.  We take a holistic approach to each relationship to ensure we fully understand your objectives, and then we coordinate all aspects of your financial picture. 

Wealth management is a relationship business, and I understand your connection to Beacon Trust is going to be with people, not simply the institution.  Each client has a team of individuals who handle all aspects of your Beacon experience, and you will also have access to senior leadership.  We will communicate with you regularly, providing updates on your portfolio as well as sharing feedback and information on other areas of interest or importance.  Whenever you have a question about your financial life, your first call should be to your Beacon Trust team.

Our first priority is client satisfaction.  We focus on providing solutions and results, so you can focus on yourself, your family, and your personal interests.  Beacon is large enough to provide a full range of services with an innovative technology platform and experienced professionals.  The firm is also small enough to ensure we know our clients and their individual objectives, and the ability to customize your services to meet your goals. 

We look forward to the opportunity to learn more about you and your financial priorities.

Valerie Murray
President

MISSION STATEMENT

We understand that clients look to us for collaboration and, more importantly, leadership in developing sound and effective wealth management plans. “Innovating Wealth Strategy” articulates what we do and what we believe in.

It speaks to our inherent drive to deepen every client relationship and to make every client’s experience enriching and productive. Since each client is different, so too are the paths to their respective financial goals. That is why we base our asset allocation strategies on ‘your’ personal financial risk preference–not ours.

Therefore, to successfully guide our clients, it is essential that we have the deepest understanding of what they are looking to accomplish financially, both today and tomorrow.

CAREERS

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Provident Bank and Beacon Trust Company are committed to providing the highest quality financial services and products to the communities we serve. We value personal and professional integrity in the workplace and strive to create a cooperative working environment that encourages all employees to reach their full potential. We provide a range of programs and initiatives to support continuous growth and professional development.

SEE ALL CAREER OPPORTUNITIES

WHY BEACON TRUST

When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to guide you forward with:

  • Comprehensive expertise including portfolio management, financial, estate, tax planning and preparation - all under one roof acting in coordination
  • Fiduciary duty giving you the comfort of knowing you and your family’s interests always come first
  • Competitive, transparent fees which align our incentives with your best interests
  • The resources of a large organization and the personal attention of a small one