PEOPLES SAVINGS WEALTH MANAGEMENT LLC

Overview

Peoples Savings Wealth Management LLC is a small, independent registered investment adviser that serves individual and family clients through financial planning and portfolio management services, with an additional capability in pension consulting. The firm operates as an affiliate of a banking business, and its advisory work is delivered on both percentage-of-AUM and fixed-fee bases. Investment activity shows a clear tilt toward publicly traded equities; the firm lists an equities preference and manages client assets on a discretionary basis. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices