Trust & Wealth Management
Personalized Financial Guidance for Every Stage of Life
Peoples Bank Trust and Wealth Management provides personalized guidance through financial planning, asset management, trust services, and estate-focused strategies tailored to individuals, families, business owners, and high-net-worth clients.
Whether you’re searching for a fiduciary financial advisor, exploring trust planning options, or looking for long-term wealth management support, our experienced team is here to help you navigate life’s financial decisions with confidence.
Comprehensive Trust & Wealth Management Services
Peoples Bank offers trust and wealth management solutions designed to help clients and businesses preserve assets, plan for the future, and support multi-generational financial goals.
Financial Planning
Build a personalized financial strategy aligned with your goals, lifestyle, and future priorities. Our financial planning services help clients prepare for major life events, retirement, legacy planning, and long-term financial decision-making.
Asset Management
Our asset management services focus on helping clients manage and preserve wealth through disciplined financial strategies tailored to their needs, risk tolerance, and long-term objectives.
Trust Services
We help individuals and families manage assets, protect legacies, and simplify wealth transfer planning. Our team can help administer a variety of trust structures, including irrevocable trusts and other estate-focused arrangements.
Business Retirement Plan Services
We also help businesses design and manage retirement plans that support employee financial wellness and long-term organizational goals. Our team provides plan administration, participant education and guidance across plan options, helping employers attract and retain top talent.
Why Clients Choose Peoples Bank® Trust & Wealth Management
Offering Trust Services Since 1902
Our long-standing history reflects a tradition of stewardship, fiduciary care, and local decision-making built around the unique needs of the communities we serve
Experienced Local Professionals
Work with a trusted team that has a wealth of knowledge and understands the importance of responsive service, long-term planning, and relationship-driven guidance
Fiduciary Guidance
Clients searching for a fiduciary financial advisor often want guidance around their long-term interests, goals, and financial well-being. We prioritize personalized relationships and planning strategies
Multi-Generational Planning Support
From retirement planning to trust administration and estate-focused strategies, our services are designed to help families navigate financial transitions across generations
Personalized Financial Strategies
No two financial plans are alike. Peoples Bank works closely with clients to understand their needs and build customized solutions based on their unique financial picture
Coordinated Wealth & Trust Services
We focus on the best interests of each one of our clients, providing a blend of financial services and extraordinary client experience while maintaining diligent compliance and risk management
Explore Additional Financial Solutions & Specialized Services
We offer additional financial and specialized lending solutions designed to support families, high-net-worth individuals, and businesses with evolving financial needs.
Peoples Life
Premium Finance
Specialized lending solutions for high-net-worth individuals seeking life insurance premium financing as part of broader estate and wealth planning strategies.
Agency
Banking
Specialized lending solutions for independent insurance agencies seeking support for growth, acquisitions, perpetuation planning, and long-term operational stability.
Premier Checking
Account
Relationship-focused checking account for clients seeking personalized banking services, enhanced convenience, and support for financial goals.
Business Banking &
Treasury Management
Business banking solutions combining checking accounts and treasury management services to help businesses manage cash flow and daily operations efficiently.
Start Planning for the Future with Peoples Bank®
Fill out the form below to connect with our team and learn more about personalized wealth management and trust solutions designed around your goals.
Frequently Asked Questions
Who can benefit from Trust & Wealth Management services?
Trust and wealth management services may benefit:
• Individuals planning for retirement
• Families preparing estate strategies
• Business owners managing complex assets
• High-net-worth individuals
• Clients seeking long-term financial planning
• Individuals interested in trust administration services
• Families planning legacy and generational wealth strategies
How do I find a financial advisor near me?
Finding the right financial advisor starts with choosing a team that understands your goals and values personalized, relationship-focused guidance. Peoples Bank Trust & Wealth Management offers experienced professionals who can help with financial planning, asset management, trust services, and long-term legacy strategies.
To get started, complete our contact form, explore our Meet the Team page to connect with a professional, or visit a nearby Peoples Bank branch to get in touch with our Trust & Wealth Management team.
What services are included in trust administration?
Trust administration services include:
• Asset management support
• Distribution coordination
• Recordkeeping and reporting
• Fiduciary oversight
• Estate settlement assistance
• Multi-generational planning support
What does a trust department do?
The Peoples Bank Trust & Wealth Management team helps administer trusts, manage fiduciary responsibilities, coordinate distributions, and support estate and legacy planning strategies.
What is wealth management?
Wealth management is a comprehensive approach to financial planning that includes asset management, trust services, estate-focused strategies, and long-term financial guidance.
What is the difference between financial planning and asset management?
Financial planning focuses on broader long-term financial goals and strategies, while asset management centers around managing financial assets and preserving wealth over time.
What is a Fiduciary Financial Advisor?
Many individuals searching for “financial advisors near me” or “best wealth management firms” want guidance from professionals who prioritize long-term planning and relationship-based service.
A fiduciary financial advisor is generally expected to provide guidance with the client’s best interests in mind while helping navigate complex financial decisions. Peoples Bank Trust & Wealth Management focuses on building long-term client relationships centered around personalized service, thoughtful planning, and financial stewardship.
Do I need an estate planning attorney?
Estate planning often involves collaboration between financial professionals, attorneys, accountants, and other trusted advisors. Peoples Bank Trust & Wealth Management works alongside clients’ professional advisors to help support coordinated planning strategies.
What is an irrevocable trust?
An irrevocable trust is a type of trust that generally cannot be modified once established without beneficiary permission. These trusts are commonly used in estate and legacy planning strategies and may help support long-term asset protection and wealth transfer goals.
Can Peoples Bank help administer our company’s retirement plan?
Yes. Peoples Bank provides retirement plan support that includes Plan Administration, participant education, and access to retirement specialists. Businesses also have access to a dedicated plan administrator to help address ongoing questions and support employee engagement. Click here to learn more.
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.