Trust and Wealth Management
Trust and Wealth Management
At Peoples Bank, we don’t just manage your wealth, we help maximize your impact. We have unmatched resources and specialists to curate solutions that align with your life goals. Our vision is to be the Best Community Bank in America and that includes being the number one choice for Trust and Wealth Management Services.
Financial Planning
Set long-term goals for you and your family with estate, retirement/pension, tax and comprehensive financial planning.
Trust Services
Build, preserve and transfer your wealth. We will help to protect your finances now and provide for your family later.
Asset Management
Our local professionals with expertise in traditional and alternative investments provide custom and diversified portfolios to meet your goals.
We succeed when
our clients succeed.
Trust and Wealth Management are services Peoples Bank has provided since its inception in 1902. Every day, we work towards the pursuit of creative value for our clients, associates, communities and shareholders. We hold true to our core values in the decisions we make in our business practices, and our values are essential to who we are and how we have served 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 Financial Advisors and Trust Administrators work to build long-term client relationships and offer comprehensive solutions.
Let’s make a plan.
Fill out the form below or contact [email protected] or 800.860.6107.
