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Peoples Wealth Management

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Peoples Wealth Management

Overview:

Welcome to Peoples Wealth Management online! We are an independent financial firm located at Peoples State Bank that has been helping the good people of northcentral and northern Wisconsin establish and maintain their long-term financial goals since 1996.

Our Services

Financial Planning
Access to a comprehensive look at your complete financial picture.

Retirement Planning
To design an investment strategy to help you pursue all
of your retirement goals.

Retirement Income Planning
Help protect and maximize your income during retirement.

Rollovers
We specialize in 401(k) rollovers.

Small Business Retirement Plans
Whether it is a SEP, SIMPLE, or 401(k) plan, you can expect your plan to be prudently administered.

Education Planning
Set up an education portfolio for your children or grandchildren for their higher education dreams.

Estate Planning Services
For preservation of wealth from generation to generation.

Life Insurance
No matter what stage of your life, we can provide a wide
array of life insurance products.

Long-Term Care Insurance
In addition to traditional premium long-term care insurance,
we offer alternative options to pay for long-term care costs.

Investment Portfolio Analysis
To keep you informed of how your investments are performing and to make adjustments as needed.

Preferred Portfolio Services® (PPS)
Access to fee-based asset management through Commonwealth Financial Network®, a Registered Investment Adviser.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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