Liam Patel

Virtual Wealth Advisor
Citizens Wealth Management
Request An Appointment
email iconliam.patel@citizenssecurities.com
(781) 471-3184

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

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.
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