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.
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