Mosinee Area Chamber of Commerce logo

Member Press release 10 19 17

Peoples Wealth Management Receives Milestone Award for 
Financial Planning Services
Growth in assets under management reflects clients’ confidence and trust


Wausau, Wis. 
– October 19, 2017 – The Peoples Wealth Management team recently received the distinguished “$50 Million in Preferred Portfolio Services® Assets Under Management” award from Commonwealth Financial Network® for year-end 2016. The prestigious award recognizes the team’s expertise, integrity and dedication to helping clients attain their retirement goals.

Year-to-date, Peoples Wealth Management now has over $65 million in assets under management in Preferred Portfolio Services® programs and $210 million in total assets under advisement.

“We are very proud of our Wealth Management team for reaching this significant milestone. It is a huge honor, and is indicative of the trust people have in us and in the service, solutions, and guidance of our professional advisors,” said President and Chief Financial Officer Scott Cattanach of Peoples State Bank.

Operations Manager Connie Higgins and Peoples Wealth Management advisors Jeff Isaacson and Dan Augustine are Accredited Investment Fiduciary® (AIF®) designee with more than 60 years of combined experience.

Isaacson said the team’s consultative approach enables them to discover what is truly important to their clients and to develop a retirement portfolio and investment strategy that is right for them. 

Augustine added, “Each client’s situation is unique. We work with them to develop a customized plan to assist them in building wealth and creating an income stream after retirement so they can continue living comfortably.”

In addition to investment planning through their Preferred Portfolio Services®, Peoples Wealth Management specializes in comprehensive financial planning, retirement income planning, small business retirement plans, life insurance, long-term care insurance and investment portfolio analysis.

 

 

ABOUT PEOPLES WEALTH MANAGEMENT

Peoples Wealth Management has been providing individuals and organizations with financial guidance since 1996 focusing on investment, insurance products and retirement planning services. Located at 1905 Stewart Avenue, the advisors of Peoples Wealth Management pride themselves on crafting unique strategies for each client. For more information, please visit www.peoplesinvest.com.

 

ABOUT COMMONWEALTH FINANCIAL NETWORK

Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.

###