If you think that asset management services are only for the very wealthy, you may be missing the opportunity to increase your own assets and reduce your taxes. The Peoples Bank Asset Management & Trust Services have been designed to serve a variety of financial situations, not just a certain level of net worth. You may well benefit from our expertise if any of the following describes your personal situation:
- A retiree, seeking estate planning advice, wanting to avoid probate and diversify investments to protect principal and maximize current income.
- Approaching retirement, deciding how to receive benefits or manage a lump-sum distribution to minimize tax exposure.
- About to receive any large sum of money, including a litigation settlement, estate or insurance proceeds, or simply winning the Lottery.
- A business owner seeking to maximize transfer value, either through sale or other form of disposition, within the family or to new owners.
- A highly compensated individual seeking honest independent investment advice to create and preserve wealth.
- An attorney, CPA or other professional with a fiduciary responsibility to a client in need of objective, third-party financial advice and assistance