Trust & Wealth Management
Meet Our Team
We have a team of qualified experts ready to assist with any investment services you may need!
Let us help you!
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.
Retirement Plan Services
Our mission is to bring strength, security, and personal attention to your retirement plan.
Peoples Bank offers solutions designed around you and your business. We work with employers to determine the best benefits approach to meet their goals. We have over $3 billion in assets under management.
Whether your organization has two or 2,000 employees, we are here for you, with a local, experienced, single point of contact. Together we will find the solution that best fits your business, your finances, and your employees’ needs.
• 401(k)s
• Profit Sharing Plans
• Simple IRAs
• Simplified Employee Pensions
• Local, experienced experts
What does Peoples offer?
• Employer-based programs for businesses of all sizes
• Fully bundled in-house solution eliminates need for multiple providers
• Support team local to the footprint
• Customized plans to meet business needs
• On-site employee education by highly credentialed Retirement Plan Specialists
Why Choose Peoples?
• Ongoing on-site education meetings
• Education targeted at the knowledge level of the audience
• Access to Personal Financial Planners
• A dedicated Plan Administrator to answer one-on-one questions outside of planned education sessions
• Clear & concise quarterly participant statements
