Providing comprehensive risk managment strategies and services.Learn More
Trust & Estates⁽¹⁾
As your trusted advisors, we are dedicated to helping you reach a higher purpose for your wealth.Learn More
Trust & Estates⁽¹⁾
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
Providing retirement plans for privately held businesses and corporations.Learn More
Understanding Today’s Financial Environment
Wealth Management means providing a client with financial confidence and knowing they’re prepared for not only today, but tomorrow as well. The Peoples Security Wealth Management Group has served families, foundations and corporations with Investment Management, Estate Planning and Advisory, and Trust services for over a century. Based in Scranton, Pennsylvania, our reach extends from upstate New York, down through the Endless Mountains into Northeastern Pennsylvania, the Lehigh Valley and Suburban Philadelphia.Contact Us
⁽¹⁾ Peoples Security Wealth Management Group is a trade name for Peoples Security Bank and Trust Company. Peoples Security Bank and Trust Company and Peoples Security Trust and Investment Management are not registered broker/dealers and are not affiliated with LPL Financial.
⁽²⁾ Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Peoples Security Bank and Trust Company deposits and are not FDIC insured. These products are not obligations of the Peoples Security Bank and Trust Company and are not endorsed, recommended or guaranteed by Peoples Security Bank and Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.
Bursting the Bubble
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The uncertainties we face in retirement can erode our sense of confidence.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.