
Philosophy
No matter what stage of life you’re in, you have important financial questions. Finding the right answers can be a complex and time-consuming journey. A Virtual Wealth Advisor from Citizens Wealth ManagementTM1 can help you navigate that journey – and your financial future. Your dedicated Virtual Wealth Advisor and a supporting team of qualified specialists will guide you in creating a comprehensive financial plan aligned to your unique situation and work with you to adjust that plan as your life changes along the way. Our process is collaborative and comprehensive, focused on the needs and goals of you, your family, and your legacy.
SERVICES AND SOLUTIONS
Advice From A Team You Can Trust
A dedicated Virtual Wealth Advisor will guide you through your financial journey. Plus, you’ll receive tailored advice from your team of knowledgeable professionals committed to understanding the needs and goals of you and your family.Custom Financial Planning
Financial planning will be at the heart of your Citizens Wealth Management relationship. Your Virtual Wealth Advisor, a CERTIFIED FINANCIAL PLANNERTM professional,1 and other specialists will work closely with you to design a truly personal approach to your finances. And you’ll continue to receive individualized support to adjust your plan as your life evolves.Premium Benefits
Citizens Wealth Management also provides access to premium banking benefits through your relationship with Citizens including a higher savings rate, more from your cash back credit card, access to special lending discounts, and more.3
VIRTUALLY SUPPORTED LOCATIONS
- CitizensGet Directions165 Needham StUnit 307Newton
, Massachusetts 02464US - Citizens Supermarket Branch, Watertown Stop & ShopGet Directions171 Watertown StWatertown
, Massachusetts 02472US - Citizens Supermarket Branch, Grafton Stop & ShopGet Directions949 Grafton StWorcester
, Massachusetts 01604US - Citizens Supermarket Branch, Framingham Stop & ShopGet Directions235 Old Connecticut PathFramingham
, Massachusetts 01701US - Citizens Supermarket Branch, Grafton Stop & ShopGet Directions100 Worcester StGrafton
, Massachusetts 01536US - Citizens Supermarket Branch, W Boylston Stop & ShopGet Directions940 W Boylston StWorcester
, Massachusetts 01606US - Citizens, Marlborough CenterGet Directions96 S Bolton StMarlborough
, Massachusetts 01752US - Citizens, StowGet Directions159 Great RdStow
, Massachusetts 01775US - Citizens, SudburyGet Directions450 Boston Post RdSudbury
, Massachusetts 01776US - Citizens, WellesleyGet Directions182 Linden StWellesley
, Massachusetts 02482US - Citizens, NeedhamGet Directions133 Chapel StNeedham
, Massachusetts 02492US - Citizens, ShrewsburyGet Directions222 -224 Boston TurnpikeShrewsbury
, Massachusetts 01545US - Citizens, FraminghamGet Directions7 Hartford StFramingham
, Massachusetts 01701US - Citizens, Newton Four CornersGet Directions1126 Beacon StNewton
, Massachusetts 02461US - Citizens, Newton CentreGet Directions1188 Centre StNewton Centre
, Massachusetts 02459US - Citizens - Wealth Center, Chestnut Hill Banking & Wealth CenterGet Directions1330 Boylston StChestnut Hill
, Massachusetts 02467US - Citizens, NewtonvilleGet Directions305 Walnut StNewtonville
, Massachusetts 02460US - Citizens, Needham HeightsGet Directions968 Highland AveNeedham
, Massachusetts 02494US - Citizens, Coolidge SquareGet Directions631 Mount Auburn StWatertown
, Massachusetts 02472US - Citizens, Hamilton PlazaGet Directions74 Main StFramingham
, Massachusetts 01701US - Citizens, Natick CenterGet Directions34 Main StNatick
, Massachusetts 01760US
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Wealth Management® can help you reach your financial goals. Find the Advisory solution that works best for you.