Invest/Products & Services/Personal Solutions

Invest/​Products & Services/​Personal Solutions

Peoples Wealth Management offer the financial services, knowledge and experience necessary to help you achieve your unique financial goals. Contact us soon for a free Peoples Wealth Management consultation.

FINANCIAL PLANNING
FIXED INCOME
RETIREMENT PLANNING
INSURANCE & ANNUITIES
PRIVATE ASSET MANAGEMENT
EDUCATION PLANNING
ALTERNATIVE INVESTMENTS
GLOBAL WEALTH SERVICES
LEGACY PLANNING

 

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.