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.
Financial Planning
No matter what stage of life you are in, planning for your future is essential.
At Peoples Bank, we are here alongside you regardless of where you are. Our team of experts is ready to help create a custom journey just for you. Together, we will create a roadmap based on your financial picture, goals, concerns, and risk tolerances in order to provide you with the best options for a comprehensive financial plan.
Depending on your unique situation, Peoples Bank wealth advisors will be able to provide solutions for some or all of the following:
• Estate Planning
• Retirement Planning and Pensions
• Tax Planning
• A Comprehensive Financial Plan
Ready to learn more? Contact us today!
