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Investments, Trusts & Estates

No two investment journeys are alike. That's why we help you identify your individual goals, and provide the tools you need to make personal decisions. It's smart investing.

Wealth Management Customers

Nest Egg Customers

Access Your Account

Did you receive a letter from Nest Egg about verifying your account information? It is an important step in the process so please help us make the transition smooth.

Verify Account Information

Sorrento Pacific & LPL Customers

Sorrento Pacific Customers can access your account online.

LPL clients, please contact your advisor directly.

Customers can view their IRA accounts using online banking or our mobile app as long as they also have a checking or savings account at OceanFirst.

In addition to our own Wealth Management Team’s investment, estate, and trust services, OceanFirst Bank has partnered with Nest Egg to expand the investment options we can offer our customers.

With Nest Egg at OceanFirst, we have eliminated the complexity of investing by offering you a new way to invest. Nest Egg is simple, personal, and convenient. It provides you with the professional guidance you need, when and where you want it.

Investment Management Services

  • Retirement, College Planning, Wealth Building

  • Stocks, Bonds, Fund, Annuities and CDs

  • Personal 401Ks, IRAs and Rollovers

  • Commercial 401K

  • Endowment/Foundation Fund Management

  • Custody Accounts

Get Started

Trust Administration

  • Living Trusts

  • Asset Protection Trusts

  • Special Needs Trusts

  • Generation-Skipping Trusts

  • Grantor Retained Trusts

  • Charitable Trusts

  • Custody Accounts

Get Started

Estate Services

  • Name OceanFirst to act as your Executor or Testamentary Trustee

  • Designate OceanFirst when you have been named an Executor

Get Started

Meet the team.

They aren’t just advisors, they are local experts you can trust.

Let us help you

For more information about OceanFirst products and services, please e-mail us your questions, visit your local branch, or give us a call at 1.888.623.2633.