Individuals & Families

Being Mindful with Your Money

Peoples & Co. Private Wealth Stewardship believes financial guidance goes beyond mere accumulation of wealth and encompasses the purpose behind the plan.

Carol Schiller Testimonial (0:00 – 0:36): The statement was provided on 01/07/26 by Carol Schiller who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Jill Kearney Testimonial (0:37 - 1:16):The statement was provided on 01/07/26 by Jill Kearney who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Karl & Sara Glassman Testimonial (1:16 – 1:51): The statement was provided on 01/07/26 by Karl & Sara Glassman who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Fulfillment Beyond Financial Success

Whether you're navigating life's transitions, planning for the future, or seeking to align your finances with your values, our team is here to provide personalized guidance and support. With a focus on stewardship, integrity, and empowerment, we're committed to helping you achieve your financial goals while living a life of purpose and fulfillment.

A Higher Standard of Support

As CERTIFIED FINANCIAL PLANNER® professionals, Duane and Patricia are proud to uphold the highest CFP® standards as outlined in the CFP® Code of Ethics and Standards of Conduct.

Investment Management

We provide financial guidance that captures the disciplines of asset allocation, diversification, and professional portfolio management.

Risk Management

If the process of risk management is ignored, it becomes the reality of crisis management. So, we create a plan for dealing with specific risks: death, disability, divorce, disruption, and disagreement.

Cash Management

We believe that cash is an important and far-reaching asset class that includes proper maintenance of income statements, budgets, expenses, lending, and short-term liquidity requirements which we manage and monitor.

Estate Planning

Navigate the complexities of estate planning with strategies that protect your family's future, support charitable causes, and distribute your assets in alignment with your beliefs.

Financial Success Begins by Freeing Your Mind

We welcome the opportunity to listen to you speak freely about your hopes, dreams, and financial goals.

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