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.
Peoples Bank Trust & Wealth Management has over $3 billion in assets under management and administration. Our team can handle complex needs while you still get the benefit of a local expert.
Why choose Peoples?
You are assigned a Relationship Manager as your primary contact
An Investment Officer is also assigned to your account
Access to a Team of Experts who are available for advice or service requests
We periodically update your financial data and monitor progress
We offer solutions and advice
Partner with us and receive:
A team that has over 100 years of experience in Trust and Estate Planning
Customized Asset Management
Acting Trustee or Co-Trustee Options
Succession Planning
Local, Experienced Advisors Backed by a Tenured Trust Department
Goals-based Financial Planning
INVESTMENT PRODUCTS ARE NOT INSURED BY THE FDIC. NOT DEPOSITS OR OTHER OBLIGATIONS OF THE BANK AND ARE NOT GUARANTEED BY THE BANK; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS
