The Face of Holistic Wealth Management
Nicholas Sergio, AIF®, CPFA® Wealth Advisor & Registered Principal, RJFS; Member of the Raymond James Independent Contractor Division Leadership Advisory Board | Banyan Wealth/Raymond James Red Bank
11 Wharf Avenue, C2, Red Bank, NJ 07701 | 732.747.8540 | banyanwealth.com
“At Banyan Wealth, we understand the important role your wealth management plays in your life,” says founder and managing partner Nicholas Sergio. “Our WHY Wealth Building Process helps ensure your financial planning delivers the confidence that all aspects of your life are accounted for, with critical focus on you and your family’s health and financial well-being.”
That client-first philosophy has been the foundation of Banyan Wealth for 25 years. Based in Red Bank, the boutique wealth management firm continues to grow, with a team of 10 professionals dedicated to helping individuals and families build, preserve, and transfer wealth across generations balancing present needs with future goals.
As an independently owned practice backed by the strength and resources of Raymond James, Banyan Wealth combines personalized service with institutional expertise. Sergio, who recently began his second year on the Raymond James Leadership Advisory Board, leads the firm’s comprehensive approach to wealth management, estate planning, and tax strategies through its proprietary WHY Wealth Building Process™.
Known for building lasting relationships rather than simply managing portfolios, Banyan Wealth serves multigenerational families and remains deeply invested in the community. Sergio serves as President of the Marlboro Soccer Association and supports several nonprofit organizations, reflecting the same commitment to people that drives the firm’s continued success.
