PeoplesBank Wealth Management Solutions

PeoplesBank has been known for offering trustworthy and reliable financial services for generations. We have held onto our personal approach to provide tailored wealth management solutions. At PeoplesBank, you’ll work with a dedicated advisory team of responsive professionals who have the expertise to help you manage your future and current assets. We get to know you, your needs and your portfolio.

PeoplesBank has many wealth management solutions available for you and your family, including investment management accounts, trust administration services, IRAs, estate settlement, custodial accounts, comprehensive financial planning, estate planning services, power of attorney services, brokerage services, bill paying services and enhanced 1099 reporting.

We believe your banking should be as uncomplicated as possible. Whether you’re looking for a customized approach to managing your investments or are interested in our private banking services, your Relationship Manager will help you discover which product offering is right for your investment needs. Our wide range of strategies and solutions enable us to create a realistic overall plan to help you achieve your goals. Review our offerings below and contact us to get started!

Wealth Management
  • 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 and Enhanced 1099 Reporting
  • Brokerage Services
Private Banking
  • Premier Line of Credit
  • Signature Line of Credit
  • Specialized Line of Credit
  • Fixed Rate Term Loans
  • Private Reserve Checking
  • Preferred Certificates of Deposit
  • Online Banking
  • Mobile Banking
  • Bill Pay
  • PeoplesBank Debit Card
  • Direct Deposit
  • Overdraft Protection

Access Your Wealth Account      Economic & Market Outlook

Learn More About Estate Planning

Explore the purpose of estate planning and how it can be used to secure your future.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not a Bank Deposit

Not Insured by Any Federal Government Agency