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Pennian Wealth Management Group

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Trust, Financial and Retirement Services

We offer a variety of trust, financial and retirement services to our customers including Estate Planning, Estate Settlement, Personal & Charitable Trusts, Guardianships, Power of Attorneys and Investment Management.

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Comparison of Account Services and Trust Type

A quick comparison of our Account Services and Trust Types.

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Pennian Investment Services

Pennian Investment Services is where you'll find investment and insurance products and services offered through Cetera Investment Services LLC, Investment Calculators and Consumer Resources.

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Depending on the type of investment, your investment may be subject to fluctuations in market value. It is important to note that investments with the Trust Department are not FDIC insured. Investments with the trust department are not a deposit, not guaranteed by the bank, and not insured by any federal government agency and can be subject to a loss of principal.