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!
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Wealth management is a system of services, solutions and consultations designed to help affluent individuals effectively manage, invest and use their money. Wealth management solutions recognize high-wealth individuals may have higher tax burdens, more complex portfolios, complicated inheritance concerns and greater liability risks when compared to medium-income and lower-income individuals. These solutions offer expert advice and assistance to address these and other issues.
It’s hard to overstate the importance of wealth management planning. Wealth management services are important because they:
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