As a business owner and decision maker, you know that managing your money is just as important as making money. Our Peoples Wealth Management team of experienced advisors is committed to providing unbiased advice that addresses the unique circumstances of your business and personal financial situation. We offer access to a comprehensive range of products and services to help you in attracting and retaining key employees. Additionally, we offer business succession planning, managing business and personal taxes, and help in building and protecting personal wealth through:
Employee benefit and retirement plans
Business succession planning
Stocks, bonds, mutual funds and investment products
Life, disability and other insurance products
1031 Tax Free Exchange service
Securities are offered by and financial consultants are registered with UVEST Financial Services, Member FINRA, SIPC. UVEST and Peoples Wealth Management are independent entities.
Business Insurance Services
Peoples Bank partners with experienced local business insurance firms who can analyze the insurance and asset protection needs of your business. In many cases, this analysis from our trusted affiliate will provide you with a new competitive proposal for the following:
Property and casualty coverage
Construction performance and payment bonds
Risk management solutions
Directors, officers and professional liability protection
Insurance is offered by independent insurance brokers in Peoples communities through joint marketing agreements with Peoples Bank. The insurance brokers and Peoples Bank are independent entities. Insurance products are not FDIC insured and are not bank or government agency guaranteed. The products may lose value and are not bank deposits.