Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your wealth management goals and expectations.
Together we can take the guesswork out of your financial future.
We will also review your progress toward your financial goals by building a Retirement Map.
When we are finished, you’ll fully understand what we can do to increase the probability of success.
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.