PeoplesBank Wealth Management develops 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 estate planning goals. Our professionals draw upon the expertise of our team and our array of strategies and services to create a comprehensive plan designed to help you achieve your goals.

We provide:

♦ Local decision making. Clients work directly with and have access to the firm’s decision makers

♦ A client-first approach to investing. We do not offer proprietary investment products

♦ A dedicated advisory team specializing in investments, financial & estate planning, trust administration and private banking

♦ Flexibility in working with your individual needs

♦ An accredited group of skilled professionals who hold multiple designations (CFA, CFP, CTFA, ChFC) and who average more than 20 years’ experience

♦ Independent, objective investment advice

♦ The capabilities and experience of a larger investment organization

♦ Custom mortgage, lending and personal banking services exclusively for our wealth clients

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Deposit and loan products are offered by PeoplesBank, Member FDIC and Equal Housing Lender. Investment Services are Not FDIC Insured, Not Guaranteed and May Lose Value. Contact us for details.