Home Savings’ Wealth Management Hits $775M in Assets

YOUNGSTOWN, Ohio – Home Savings Bank’s Premier Wealth Management Group has reached more than $775 million in assets under management.

Led by Denise Penz, executive director of wealth management, the Home Savings Premier Wealth Management Group provides clients with a full spectrum of investment management, trust administration, estate planning, employee retirement plan, brokerage services and private banking.

“As a community bank, Home Savings clients receive personalized service from a local, experienced team that understands the market, gets to know their clients and makes decisions locally in the best interest of their clients,” Penz said. “We never offer cookie-cutter advice. We take the time to treat each client individually, and we bring the right people to the table to help with their strategy.”

Living and working in the community, the Home Savings team has vested interest in its success. Through the Home Savings foundation, local organizations that support the community benefit. Combined with employee volunteer hours and strong client relationships, Home Savings has a very strong connection to the community.

“Our executives call on clients, which isn’t typical,” said Penz. “We hired the best people who have managed large deals. We can offer advice for all individuals, as well as all sizes of business, and for small business owners, our experience means we can often present them with ideas they might not have otherwise considered.”

With current assets of approximately $2.8 billion, Home Savings operates 35 banking offices, 12 loan production offices and three wealth offices throughout Ohio, western Pennsylvania and West Virginia.

Copyright 2024 The Business Journal, Youngstown, Ohio.