Private Client Wealth Advisor
Citizens Securities, IncRequest An Appointment
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.
- Citizens, Rocky Hill CromwellGet Directions856 Cromwell AveSte DRocky Hill
- Citizens, East HamptonGet Directions8 E High StEast Hampton
- Citizens, Cromwell SquareGet Directions61 Shunpike RdCromwell
- Citizens, WashingtonGet Directions834 Washington StMiddletown
- Citizens, HemingwayGet Directions263 Hemmingway AveEast Haven
- Citizens, ChurchGet Directions39 Church StNew Haven
- Citizens, FoxonGet Directions430 Foxon RdEast Haven
- Citizens, HamdenGet Directions2584 Dixwell AveHamden
- Citizens, MilfordGet Directions123 Cherry StMilford
- Citizens, ForbesGet Directions430 Forbes AveNew Haven
- Citizens, BranfordGet Directions332 East Main StBranford
- Citizens, GuilfordGet Directions1001 Boston Post RdGuilford
- Citizens, Middletown Main StreetGet Directions211 South Main St.Unit #2Middletown
- Citizens, West HartfordGet Directions15 S Main StWest Hartford
- Citizens, BroadGet Directions354 Broad StManchester
- Citizens, WoodbridgeGet Directions194 Amity RdWoodbridge
- Citizens, OrangeGet Directions222 Boston Post RdOrange
- Citizens, ClintonGet Directions156 E Main StClinton
- Citizens, New LondonGet Directions470 Bank StNew London
- Citizens, Flanders Plaza Shopping CtrGet Directions15 Chesterfield RdSte 1East Lyme
- Citizens, MadisonGet Directions256 Samson Rock DrMadison
- Citizens, MontvilleGet Directions221 Norwich -New London TpkeMontville
- Citizens, MysticGet Directions23 Broadway AveMystic
- Citizens, NianticGet Directions43 Pennsylvania AveNiantic
- Citizens, Old LymeGet Directions83 Halls RdOld Lyme
- Citizens, PlainfieldGet Directions16 Railroad AvePlainfield
- Citizens, WaterfordGet Directions117 Boston Post RdWaterford
- Citizens, WestbrookGet Directions1187 Boston Post RdWestbrook
- Citizens, GrotonGet Directions816 Long Hill RdGroton
- Citizens, North HavenGet Directions151 Washington Ave.North Haven
SERVICES AND SOLUTIONS
Financial PlanningOur Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.
Insurance & Asset PlanningProtect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.
Retirement PlanningSolutions 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 AdviceOur highly skilled investment professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.
Banking & LendingWhen 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 PlanningAssist 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 PlanningOur Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.
Multi-Family OfficeOffers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.
Charitable GivingFor individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.
Trust AdvisoryFor individuals and families who want corporate trustee services, inclusive of advisory and administration of all trust-related matters.
Institutional ServicesOur 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.