From employee benefits programs to executive compensation plans to business exit and succession planning, Peoples Wealth Management brings all the necessary expertise to the table to deliver innovative, tax-efficient solutions to help businesses stay competitive and thrive.
Employer Benefits Planning
We specialize in helping employers develop cost-effective benefits programs and executive compensation plans to help attract and
retain valuable employees.
Business Succession and Exit Planning
We help small business owners prepare to exit or retire under the most favorable financial conditions. We look at key issues such
as whether the business will be capable of distributing enough income to principals post departure and developing strategies to
maximize value in the short- and long-terms. Where appropriate, we coordinate the development of a business succession and exit
plan with bankers, attorneys and accountants.
Check the background of our wealth management professionals on FINRA’s BrokerCheck
* Products are not FDIC insured. Products are not deposits, or other obligations, or guarantees of the financial institution. Products are subject to investment risks, including the possible loss of principle amount invested.
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI under the name Peoples Wealth Management are in no way affiliated with or offered by Peoples Bank, nor is Peoples Bank a registered broker/dealer. Customers working with Peoples Wealth Management will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.