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, East GreenwichGet Directions821 Main StEast Greenwich
,Rhode Island 02818US
- Citizens Supermarket Branch, Connell Stop & ShopGet Directions199 Connell HwyNewport
,Rhode Island 02840US
- Citizens, PortsmouthGet Directions3033 E Main RdPortsmouth
,Rhode Island 02871US
- Citizens, WesterlyGet Directions112 Franklin StWesterly
,Rhode Island 02891US
- Citizens, Washington SquareGet Directions8 Washington SquareNewport
,Rhode Island 02840US
- Citizens, MiddletownGet Directions25 E Main RdMiddletown
,Rhode Island 02842US
- Citizens, HoxsieGet Directions10 W Shore RdWarwick
,Rhode Island 02889US
- Citizens, FairhavenGet Directions21 Fairhaven Commons WayFairhaven
- Citizens, South DartmouthGet Directions606 Dartmouth StSouth Dartmouth
- Citizens, New BedfordGet Directions550 Tarkiln Hill RdNew Bedford
- Citizens, FalmouthGet Directions50 Davis StraitsFalmouth
- Citizens, Uphams CornerGet Directions580 Columbia RdDorchester
- Citizens Supermarket Branch, Mass Ave Stop & ShopGet Directions1100 Massachusetts AveDorchester
- Citizens Supermarket Branch, Newport Stop & ShopGet Directions65 Newport AveQuincy
- Citizens Supermarket Branch, Plymouth Stop & ShopGet Directions129 Samoset StSte 1Plymouth
- Citizens Supermarket Branch, Kingston Stop & ShopGet Directions160 Summer StSte 2Kingston
- Citizens Supermarket Branch, E Wareham Stop & ShopGet Directions2991 Cranberry HwyEast Wareham
- Citizens Supermarket Branch, Franklin Stop & ShopGet Directions40 Franklin Village DrFranklin
- Citizens Supermarket Branch, Hyannis Stop & ShopGet Directions425 Attucks Ln#BHyannis
- Citizens Supermarket Branch, Marston Mills Stop & ShopGet Directions3900 Falmouth RdMarstons Mills
- Citizens Supermarket Branch, Mashpee Stop & ShopGet Directions10 Bates RdMashpee
- Citizens Supermarket Branch, Harwich Stop & ShopGet Directions111A Rte 137Harwich
- Citizens Supermarket Branch, E Weymouth Stop & ShopGet Directions700 Middle StEast Weymouth
- Citizens Supermarket Branch, Whitman Stop & ShopGet Directions475 Bedford StWhitman
- Citizens, BraintreeGet Directions865 Washington StBraintree
- Citizens, North QuincyGet Directions371 Hancock StNorth Quincy
- Citizens, Queen AnneGet Directions36 Washington StNorwell
- CitizensGet Directions1177 Hancock StreetQuincy
- Citizens, South QuincyGet Directions85 Quincy AveQuincy
- Citizens, SandwichGet Directions10 Merchants RdSandwich
- Citizens, Yarmouth Shopping CenterGet Directions1116 Main StSouth Yarmouth
- Citizens, South DennisGet Directions434 Rte 134South Dennis
- Citizens, MarshfieldGet Directions1 Snow RoadMarshfield
- Citizens, Hyannis RotaryGet Directions417 Barnstable RdHyannis
- Citizens Supermarket Branch, Cedarville Shaw'sGet Directions2260 State RdPlymouth
- Citizens, HanoverGet Directions250 Rockland StHanover
- Citizens Supermarket Branch, Orleans Stop & ShopGet Directions24 Rt. 6ASuite AOrleans
- Citizens, OstervilleGet Directions65 Wianno AveOsterville
- Citizens, PlymouthGet Directions20 N Park AvePlymouth
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.