The investment climate has never been more complex than it is today. Whether you have been saving and investing for years or you’re just getting started, a relationship with a qualified and experienced professional, who has a clear understanding of your needs and the current economic environment, is crucial. Our mission at Peoples Investments is to create customized strategic investment plans based on your needs, to monitor portfolio performance, and preserve wealth.
Alice Tweit understands that her clients’ personal health and wellness are often connected to their financial health. She strives to improve an individual’s financial strength through honest and personalized service, with a goal to see an immediate improvement of the client’s overall well-being. Working with clients to help them make the best financial decisions early in their lives and careers, that'll help them, their family, and their community in the long term is Alice's greatest passion.
Alice is a graduate of Western Washington University, where she received a B.A. in Economics and a B.A. in Mathematics. In keeping with her commitment to improving financial health, Alice understands the importance of partnering with clients, and listening to their needs in order to pursue their financial goals. Alice has also received her Chartered Retirement Planning Counselor designation.
At Peoples Investments, we are focused on you and we aim to offer access to non-proprietary products of the highest quality and reputation. Our primary goal is to help you manage your assets based on your needs. We offer investment services right where you do your banking so you can handle all your financial needs at one convenient location. With today’s busy lifestyles, we think you’ll appreciate the convenience.