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Wealth Management

Grow, Manage, and Protect Your Wealth

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Access your PeoplesBank Wealth Management accounts through SunGard Asset Management System by clicking on the Weblink button.


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Our Firm

At PeoplesBank Wealth Management, we will develop a customized plan designed to assist you in growing, managing, and protecting your wealth. We begin by gaining an in-depth understanding of your unique financial, lifestyle, and wealth transfer goals. Our professionals then draw upon the expertise of our experienced team and the wide range of strategies and services we have available to create a realistic overall plan designed to help you achieve those goals.

Our Team

PeoplesBank's Wealth Management Division has lent its expertise to clients since 1979, with clients spanning 45 states. Our experienced team forms strong personal relationships while providing trustworthy advice, local decision making, and an advisory team approach.

Private Banking

Private Banking Services at PeoplesBank are uniquely tailored to executives, business and medical professionals and other high net worth individuals who require and can benefit from exceptional personalized and advanced services from their financial institution. As a Private Banking client, you will be assigned a dedicated Relationship Manager who will serve as your guide in all your personal dealings with PeoplesBank.

Our Services

Investment Management Accounts
Individual Retirement Accounts (IRAs)
Trust Administration
Estate Settlement
Custodial Accounts
Comprehensive Financial Planning

Estate Planning Services
Power of Attorney Services
Bill Paying Services
Enhanced 1099 Tax Reporting
Brokerage Services

 

           

 

 

 

 

 

 

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