Trust & Wealth Management
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With over 100 years of fiduciary experience and over $3 billion in assets under management & administration, Peoples Trust and Wealth Management provides financial planning for clients in 43 states and 6 countries.
Welcome to Peoples Bank Trust and Wealth Management
Trust and Wealth Management is one of the financial services Peoples Bank has provided since its inception in 1902. Our vision to be the Best Community Bank in America includes being the #1 choice for Trust and Wealth Management services.
Our actions are guided by our core values represented by the Promise Circle, which embodies how we do business. Every day we work towards the pursuit of creative value for our clients, our associates, our communities, and our shareholders. Holding true to these core values in the decisions we make and in our business practices is essential to who we are and how we have been able to serve clients for over 120 years.
We focus on the best interest of each one of our clients by providing a diversified blend of financial services and extraordinary client experience, while maintaining diligent compliance and risk management. Our experienced Financial Advisors and Trust Administrators work to build long-term client relationships and offer comprehensive solutions that fulfill our client’s financial goals and objectives.
At Peoples Trust and Investment Services, we succeed when our clients succeed.
-Deborah Rhaodes, Senior Vice President - Trust and Investment Services Manager