
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, Downtown ProvidenceGet Directions30 Kennedy PlazaSuite 101Providence
, Rhode Island 02903US - Citizens, Mt PleasantGet Directions270 Academy AveProvidence
, Rhode Island 02908US - Citizens, DarlingtonGet Directions800 Newport AvePawtucket
, Rhode Island 02861US - Citizens, FairlawnGet Directions380 Smithfield AvePawtucket
, Rhode Island 02860US - Citizens, GreenvilleGet Directions596 Putnam PikeSmithfield
, Rhode Island 02828US - Citizens, Peck CornersGet Directions965 County RdBarrington
, Rhode Island 02806US - CitizensGet Directions2574 West Shore RoadWarwick
, Rhode Island 02886US - Citizens, Cumberland PlazaGet Directions2000 Mendon RdCumberland
, Rhode Island 02864US - Citizens, OaklawnGet Directions965 Oaklawn AveCranston
, Rhode Island 02920US - Citizens, Silver LakeGet Directions700 Hartford AveProvidence
, Rhode Island 02909US - Citizens, EastGet Directions409 East AvePawtucket
, Rhode Island 02860US - Citizens, East SideGet Directions120 Waterman StProvidence
, Rhode Island 02906US - Citizens, PlainfieldGet Directions1850 Plainfield PikeCranston
, Rhode Island 02920US - Citizens, North KingstownGet Directions100 Frenchtown RdNorth Kingstown
, Rhode Island 02852US - Citizens, WarrenGet Directions521 Main StWarren
, Rhode Island 02885US - Citizens, PawtuxetGet Directions2191 Broad StCranston
, Rhode Island 02905US - Citizens, CoventryGet Directions738 Tiogue AveCoventry
, Rhode Island 02816US - Citizens, WakefieldGet Directions51 Main StWakefield
, Rhode Island 02879US - Citizens, Quaker Lane S&SGet Directions300 Quaker LnSuite 22Warwick
, Rhode Island 02886US - Citizens, WoonsocketGet Directions67 Cumberland StWoonsocket
, Rhode Island 02895US - Citizens, MendonGet Directions60 Mendon RdCumberland
, Rhode Island 02864US - Citizens, RumfordGet Directions275 Newport AveRumford
, Rhode Island 02916US - Citizens, Garden CityGet Directions5 Garden City DrCranston
, Rhode Island 02920US - Citizens, TauntonGet Directions622 Taunton AveEast Providence
, Rhode Island 02914US - Citizens, West WarwickGet Directions1220 Main StWest Warwick
, Rhode Island 02893US - Citizens, Mineral SpringGet Directions1880 Mineral Spring AveNorth Providence
, Rhode Island 02904US - Citizens, CharlesGet Directions1090 Charles StNorth Providence
, Rhode Island 02904US - Citizens, Westminster StreetGet Directions919 Westminster StProvidence
, Rhode Island 02903US - Citizens Supermarket Branch, Richmond Stop & ShopGet Directions3 Stillson RdRichmond
, Rhode Island 02898US - Citizens Supermarket Branch, Lincoln Stop & ShopGet Directions622 George Washington HwyLincoln
, Rhode Island 02865US - Citizens Supermarket Branch, Bristol Stop & ShopGet Directions605 Metacom AveBristol
, Rhode Island 02809US - Citizens Supermarket Branch, Branch Ave Stop & ShopGet Directions333 West River StProvidence
, Rhode Island 02909US - Citizens Supermarket Branch, Smithfield Stop & ShopGet Directions446 Putnam PikeGreenville
, Rhode Island 02828US - Citizens Supermarket Branch, Garfield Stop & ShopGet Directions204 Garfield AveCranston
, Rhode Island 02920US - Citizens, Washington ParkGet Directions1477 Broad StProvidence
, Rhode Island 02905US - Citizens, AtwoodGet Directions120 Atwood AveCranston
, Rhode Island 02920US - Citizens, ParkGet Directions1030 Park AveCranston
, Rhode Island 02910US - Citizens, BristolGet Directions464 Hope StBristol
, Rhode Island 02809US - Citizens, HopeGet Directions792 Hope StProvidence
, Rhode Island 02906US - Citizens, North SmithfieldGet Directions67 Eddie Dowling HwyNorth Smithfield
, Rhode Island 02896US - Citizens, JohnstonGet Directions1495 Hartford AveJohnston
, Rhode Island 02919US - Citizens, ChepachetGet Directions21 Money Hill RdChepachet
, Rhode Island 02814US - Citizens, NarragansettGet Directions10 Woodruff AveNarragansett
, Rhode Island 02882US - Citizens - Closed, Pawtucket Stop & ShopGet Directions368 Cottage StPawtucket
, Rhode Island 02861US - Citizens Supermarket Branch, Greenwich Ave Stop & ShopGet Directions575 Greenwich AveWarwick
, Rhode Island 02886US - Citizens Supermarket Branch, Ten Rod Road Stop & ShopGet Directions1300 Ten Rod RdNorth Kingstown
, Rhode Island 02852US - Citizens - Temporarily ClosedGet DirectionsOne Citizens WayJohnston
, Rhode Island 02919US - Citizens, BarringtonGet Directions184 County RdBarrington
, Rhode Island 02806US - CitizensGet Directions183 Massachusetts AvenueBoston
, Massachusetts 02115US - Citizens, RevereGet Directions385 BroadwayRevere
, Massachusetts 02151US - Citizens, WinthropGet Directions35 Putnam StWinthrop
, Massachusetts 02152US - Citizens, Medford CenterGet Directions1 Riverside AveMedford
, Massachusetts 02155US - Citizens, Winter HillGet Directions338 BroadwaySomerville
, Massachusetts 02145US - Citizens, Union SquareGet Directions40 Union SquareSomerville
, Massachusetts 02143US - Citizens, East BostonGet Directions26 Central SquareEast Boston
, Massachusetts 02128US - Citizens, SpringGet Directions257 Spring StMedford
, Massachusetts 02155US - Citizens, West MedfordGet Directions501 High StMedford
, Massachusetts 02155US - Citizens Supermarket Branch, Medford Stop & ShopGet Directions760 Fellsway PlzMedford
, Massachusetts 02155US - Citizens Supermarket Branch, Squire Stop & ShopGet Directions540 Squire RdRevere
, Massachusetts 02151US - Citizens Supermarket Branch, Furlong Stop & ShopGet Directions40 Furlong DrRevere
, Massachusetts 02151US - Citizens, MilfordGet Directions123 Cherry StMilford
, Connecticut 06460US
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.