
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
This virtual advisor serves clients near the branch locations listed below, and is available for meetings by phone or video conference
- CitizensGet Directions441 Springfield AveBerkeley Heights
, New Jersey 07922US - CitizensGet Directions77 Central AveClark
, New Jersey 07066US - CitizensGet Directions55 Old Highway 22Clinton
, New Jersey 08809US - CitizensGet Directions360 Highway 34 SColts Neck
, New Jersey 07722US - CitizensGet Directions88 Norwood AveDeal
, New Jersey 07723US - CitizensGet Directions946 Amboy AveEdison
, New Jersey 08837US - CitizensGet Directions3265 Highway 9Freehold
, New Jersey 07728US - CitizensGet Directions169 BroadwayLong Branch
, New Jersey 07740US - CitizensGet Directions192 Kings HighwayMiddletown
, New Jersey 07748US - CitizensGet Directions565 Stelton RdPiscataway
, New Jersey 08854US - CitizensGet Directions130 Watchung AvePlainfield
, New Jersey 07060US - CitizensGet Directions375 US Highway 202/206Pluckemin
, New Jersey 07978US - CitizensGet Directions437 Park AveScotch Plains
, New Jersey 07076US - CitizensGet Directions151 Pierce StSomerset
, New Jersey 08873US - CitizensGet Directions2449 Plainfield AveSouth Plainfield
, New Jersey 07080US - CitizensGet Directions1153 Valley RoadStirling
, New Jersey 07980US - CitizensGet Directions3563 Rt 22 EWhitehouse
, New Jersey 08888US - CitizensGet Directions1330 St. Georges AveAvenel
, New Jersey 07001US - CitizensGet Directions639 Brick BlvdBrick
, New Jersey 08723US - CitizensGet Directions130 Washington AvenueCarteret
, New Jersey 07008US - CitizensGet Directions636 Inman AveColonia
, New Jersey 07067US - CitizensGet Directions645 Route 18East Brunswick
, New Jersey 08816US - CitizensGet Directions130 N County Line RdJackson
, New Jersey 08527US - CitizensGet Directions425 Route 70Lakewood
, New Jersey 08701US - CitizensGet Directions605 Madison AveLakewood
, New Jersey 08701US - CitizensGet Directions10 Rt. 9 NorthMorganville
, New Jersey 07751US - CitizensGet Directions1500 Finnegans LnNorth Brunswick
, New Jersey 08902US - CitizensGet Directions343 Matawan RoadMatawan
, New Jersey 07747US - CitizensGet Directions598 State StPerth Amboy
, New Jersey 08861US - CitizensGet Directions2147 Bridge AvePoint Pleasant
, New Jersey 08742US - CitizensGet Directions20 White StreetRed Bank
, New Jersey 07701US - CitizensGet Directions1001 Highway 71Spring Lake
, New Jersey 07762US - CitizensGet Directions874 Fischer BlvdToms River
, New Jersey 08753US - CitizensGet Directions864 Route 37 WToms River
, New Jersey 08755US - CitizensGet Directions2426 NJ-34Manasquan
, New Jersey 08736US - CitizensGet Directions451 Lacey RoadWhiting
, New Jersey 08759US - CitizensGet Directions575 Main StWoodbridge
, New Jersey 07095US - CitizensGet Directions1819 State Route 27Edison
, New Jersey 08817US
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.