Our PeoplesBank Wealth Management team will develop a customized plan designed to assist you in growing, managing, and protecting your wealth. We’ll start by gaining an in-depth understanding of your unique goals and our experienced professionals will create a realistic plan designed to help you achieve your goals. See how our management style sets us apart from the rest:
Trustworthy, Time Tested Advice – We’ve lent our expertise to clients since our founding in 1864 and have helped clients grow, manage, and protect their wealth by providing trustworthy and focused advice since 1979.
Local Decision Making – All of our business and investment decisions are made locally, with our clients’ best interests in mind. This also allows us to be flexible and adaptable in meeting the needs of our clients. As one of our clients, you will have access to the firm’s decision makers.
Advisory Team Approach – All of our clients work with a dedicated advisory team. Our experienced team members specialize in investments, estate planning, trust administration, financial planning, and personal banking.
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