Wealth Management Consultants (NJ) Overview

  • Founded
  • 1998
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Wealth Management Consultants (NJ) General Information

Description

Provider of financial services. The company provides a range of services, including financial advice, estate and income tax planning, compensation and benefit planning and investment advisory services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Consulting Services (B2B)
Other Financial Services
Acquirer
Peapack Gladstone Bank
Primary Office
  • 355 Madison Avenue
  • Number 220
  • Morristown, NJ 07960
  • United States
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Wealth Management Consultants (NJ) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Wealth Management Consultants (NJ) Executive Team (1)

Name Title Board Seat Contact Info
Thomas Ross Jr. Founder & President
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