Investment Opportunities

Whether you are making charitable contributions or helping your family and friends, a well-planned wealth transfer strategy can ensure that your legacy matches your values and vision.

Put your money where your values are

Ensure your philanthropic goals are met with a well-defined and carefully structured charitable giving plan.

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Gifting and transferring wealth is about much more than simply distributing the assets you have worked to accumulate. In order to ensure your wishes for the future are properly addressed, we work with you to do so in an efficient fashion, minimizing estate taxes and determining the most appropriate strategy to maximize your charitable giving.

Let WealthBuilder help you save for education 

Let WealthBuilder set your investment program in motion—our robo-investment platform is easy to manage, efficient and customized to reflect your needs. 

We're here to help!

People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.

Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.

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Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

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Visit a local branch near you

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Disclosure

Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.

Investment Products are:

• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value


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