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Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with over $3 billion in assets under administration and decades of providing individualized solutions and quality 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.
Beacon Trust has been providing investment management, planning and trust services since it was chartered in 1988
Dudley Gregory, first active president and first mayor of Jersey City, is born.
At Dave Smith’s store, town leaders decide Jersey City needs a savings bank
Provident Institution for Savings in Jersey City is established as state’s first mutual savings bank
Widespread distrust of banks following the Panic of 1837 delays bank opening.
Bank opens for business at Temperance Hall. 200 accounts opened first year.
Provident has $3.5 million in assets
Builds Main Office at 239 Washington Street, rents ground floor to Jersey City Library
Provident has $16 million in assets
First branch office opens at 533 Bergen Avenue, Jersey City
New branch opens in Lafayette section of Jersey City
New branch opens in Greenville section of Jersey City
Opening of the Bergen-Journal Square office brings total offices to six
Expansion beyond Jersey City begins with West New York at 55th Street office
Acquires First National Bank of Dunellen
Bloomfield Savings Bank merges with Provident
Paul M. Pantozzi becomes President – 34 branches - $1.4 billion in assets
Paul M. Pantozzi elected Chairman
Converts to a publicly held company Provident Financial Services, Inc.
The Provident Bank Foundation is established
Acquires First Savings Bank, Chris Martin becomes President
Acquires First Morris Bank & Trust
Chris Martin elected Chairman
Provident reports $7.1 billion in assets
Provident acquires Beacon Trust Company & expands its wealth management business throughout the state.
Provident completes acquisition of Team Capital and expands into Pennsylvania, expanding, for the first time, outside of New Jersey.
Provident celebrates 175 years with $7.5 billion in assets & 77 branches throughout NJ.
Beacon Trust was acquired by Provident Bank in 2011
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.
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.
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.
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: