Skip to content
Peoples Wealth Management LogoPeoples Wealth Management Logo
X
  • Home
  • About Us
    • About Us
    • Scott Wildman
    • Dana Kolbe
    • Bryan G Nill
    • Connie Higgins
    • David Larson
    • What Makes Us Different
    • About Raymond James
    • About Peoples State Bank
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Women Investors
  • Services
    • Services
    • Our Approach
    • Banking & Lending Solutions
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Investment Strategies
    • Longevity Planning
      • Longevity Planning
      • Longevity Planning Resources
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • Subscribe to our Insights
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Wausau WI - J1Y
    1905 Stewart Ave Wausau, WI 54401-5375 TF: 888.929.9902
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Read
Read
Private equity comes to residential services
A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.
Markets & Investing
How active and passive funds work differently
Explore how these two investment types compare.
Markets & Investing
Markets stave off tariff pressures
9/2/2025
Earnings results surpassed expectations for the third consecutive quarter, which drove the market's strong August performance.
Markets & Investing
Read
More exciting than it sounds: the Beige Book
The most human economic report has a name meant to be uninspired.
Economy & Policy
Read
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Read
Leveraging your IRA for charitable giving
How to make a meaningful impact with your RMDs.
Estate & Giving
Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving

A breadth of services to serve a variety of needs

Connect with us
  • Peoples Wealth Management
  • 1905 Stewart Ave Wausau, WI 54401-5375
  • TF 888.929.9902
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Peoples State Bank and Peoples Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use