
MORE ABOUT US
Wealth Advisors from Clarfeld | Citizens Private Wealth™ work with high-net-worth clients and multi-family offices with more than $3 million in investable assets. As wealth grows so do the complexities around managing, preserving and passing it on. So we support our clients by providing planning and guidance in all aspects of their financial lives, from evaluating present cash flow needs, financial planning and tax minimization strategies to trust advisory services and charitable giving advisement. Our core focus is to maximize long-term investment returns and safeguard all that is important to the integrity and foundation of each family.
LOCATIONS
- Citizens, Rocky Hill CromwellGet Directions856 Cromwell AveSte DRocky Hill
, Connecticut 06067US - Citizens, East HamptonGet Directions8 E High StEast Hampton
, Connecticut 06424US - Citizens, Cromwell SquareGet Directions61 Shunpike RdCromwell
, Connecticut 06416US - Citizens, WashingtonGet Directions834 Washington StMiddletown
, Connecticut 06457US - Citizens, HemingwayGet Directions263 Hemmingway AveEast Haven
, Connecticut 06512US - Citizens, ChurchGet Directions39 Church StNew Haven
, Connecticut 06510US - Citizens, FoxonGet Directions430 Foxon RdEast Haven
, Connecticut 06512US - Citizens, HamdenGet Directions2584 Dixwell AveHamden
, Connecticut 06514US - Citizens, MilfordGet Directions123 Cherry StMilford
, Connecticut 06460US - Citizens, ForbesGet Directions430 Forbes AveNew Haven
, Connecticut 06512US - Citizens, BranfordGet Directions332 East Main StBranford
, Connecticut 06405US - Citizens, GuilfordGet Directions1001 Boston Post RdGuilford
, Connecticut 06437US - Citizens, Middletown Main StreetGet Directions211 South Main St.Unit #2Middletown
, Connecticut 06457US - Citizens, West HartfordGet Directions15 S Main StWest Hartford
, Connecticut 06107US - Citizens, BroadGet Directions354 Broad StManchester
, Connecticut 06040US - Citizens, WoodbridgeGet Directions194 Amity RdWoodbridge
, Connecticut 06525US - Citizens, OrangeGet Directions222 Boston Post RdOrange
, Connecticut 06477US - Citizens, ClintonGet Directions156 E Main StClinton
, Connecticut 06413US - Citizens, New LondonGet Directions470 Bank StNew London
, Connecticut 06320US - Citizens, Flanders Plaza Shopping CtrGet Directions15 Chesterfield RdSte 1East Lyme
, Connecticut 06333US - Citizens, MadisonGet Directions256 Samson Rock DrMadison
, Connecticut 06443US - Citizens, MontvilleGet Directions221 Norwich -New London TpkeMontville
, Connecticut 06382US - Citizens, MysticGet Directions23 Broadway AveMystic
, Connecticut 06355US - Citizens, NianticGet Directions43 Pennsylvania AveNiantic
, Connecticut 06357US - Citizens, Old LymeGet Directions83 Halls RdOld Lyme
, Connecticut 06371US - Citizens, PlainfieldGet Directions16 Railroad AvePlainfield
, Connecticut 06374US - Citizens, WaterfordGet Directions117 Boston Post RdWaterford
, Connecticut 06385US - Citizens, WestbrookGet Directions1187 Boston Post RdWestbrook
, Connecticut 06498US - Citizens, GrotonGet Directions816 Long Hill RdGroton
, Connecticut 06340US - Citizens, North HavenGet Directions151 Washington Ave.North Haven
, Connecticut 06473US
SERVICES AND SOLUTIONS
Financial Planning
Our Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.Insurance & Asset Planning
Protect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.Retirement Planning
Solutions to help you prepare for life after work, from long-term investment advice to health care strategies to insurance products, all based on your unique circumstances and individual goals.Investment Advice
Our highly skilled investment professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.Banking & Lending
When you face major expenses, our Advisors can help you decide whether your savings, a credit line, or a loan is your best payment option.Trust & Estate Planning
Assist with continuity planning and estate documentation as well as help to minimize estate taxes, maximize lifetime charitable giving and protect assets for future generations.Tax Planning
Our Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.Multi-Family Office
Offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.Charitable Giving
For individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.Trust Advisory
For individuals and families who want corporate trustee services, inclusive of advisory and administration of all trust-related matters.Institutional Services
Our team of specialists engage with institutional investors to manage complex custodial arrangements and deliver comprehensive capabilities customized to meet your needs.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Wealth Management® can you help you reach your financial goals.
Find the Advisory solution that works best for you.