The Face of Holistic Wealth Management

Nicholas Sergio, AIF®, CPFA® Wealth Advisor & Registered Principal, RJFS, Founder | Banyan Wealth

11 Wharf Ave., C2, Red Bank, NJ 07701
732.747.8540 | www.banyanwealth.com

Nicholas Sergio is the founder and managing partner of Banyan Wealth, a boutique wealth management practice based in Red Bank. With 24 years of experience, Nicholas leads a dedicated team focused on personalized financial planning that prioritizes each client’s unique needs and goals. Unlike larger practices with a one-size-fits-all approach, Banyan Wealth offers a family-oriented atmosphere, blending expert guidance with a personal touch.

The independently owned practice is backed by the strength and resources of Raymond James, a national financial services company, giving clients the benefit of both customized care and institutional support. Nicholas, who is also on the Raymond James Leadership Advisory Board, along with his team, provide comprehensive services including wealth management, estate planning, and tax strategies. Their WHY Wealth Building Process™ centers on uncovering each client’s personal “why” to create a purpose-driven plan that balances present needs with future goals.

Beyond the office, Nicholas is deeply involved in his community, serving as President of the Marlboro Soccer Association, as well as on other 501(c)(3) non-profit boards. Looking ahead, Banyan Wealth plans to expand its presence in the Monmouth County area, continuing to deliver tailored wealth solutions with enthusiasm, passion, and integrity. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.