
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, 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
, Massachusetts 02719US - Citizens, South DartmouthGet Directions606 Dartmouth StSouth Dartmouth
, Massachusetts 02748US - Citizens, New BedfordGet Directions550 Tarkiln Hill RdNew Bedford
, Massachusetts 02745US - Citizens, FalmouthGet Directions50 Davis StraitsFalmouth
, Massachusetts 02541US - Citizens, Uphams CornerGet Directions580 Columbia RdDorchester
, Massachusetts 02125US - Citizens Supermarket Branch, Mass Ave Stop & ShopGet Directions1100 Massachusetts AveDorchester
, Massachusetts 02125US - Citizens Supermarket Branch, Newport Stop & ShopGet Directions65 Newport AveQuincy
, Massachusetts 02171US - Citizens Supermarket Branch, Plymouth Stop & ShopGet Directions129 Samoset StSte 1Plymouth
, Massachusetts 02360US - Citizens Supermarket Branch, Kingston Stop & ShopGet Directions160 Summer StSte 2Kingston
, Massachusetts 02364US - Citizens Supermarket Branch, E Wareham Stop & ShopGet Directions2991 Cranberry HwyEast Wareham
, Massachusetts 02538US - Citizens Supermarket Branch, Franklin Stop & ShopGet Directions40 Franklin Village DrFranklin
, Massachusetts 02038US - Citizens Supermarket Branch, Hyannis Stop & ShopGet Directions425 Attucks Ln#BHyannis
, Massachusetts 02601US - Citizens Supermarket Branch, Marston Mills Stop & ShopGet Directions3900 Falmouth RdMarstons Mills
, Massachusetts 02648US - Citizens Supermarket Branch, Mashpee Stop & ShopGet Directions10 Bates RdMashpee
, Massachusetts 02649US - Citizens Supermarket Branch, Harwich Stop & ShopGet Directions111A Rte 137Harwich
, Massachusetts 02645US - Citizens Supermarket Branch, E Weymouth Stop & ShopGet Directions700 Middle StEast Weymouth
, Massachusetts 02188US - Citizens Supermarket Branch, Whitman Stop & ShopGet Directions475 Bedford StWhitman
, Massachusetts 02382US - Citizens, BraintreeGet Directions865 Washington StBraintree
, Massachusetts 02184US - Citizens, North QuincyGet Directions371 Hancock StNorth Quincy
, Massachusetts 02171US - Citizens, Queen AnneGet Directions36 Washington StNorwell
, Massachusetts 02061US - CitizensGet Directions1177 Hancock StreetQuincy
, Massachusetts 02169US - Citizens, South QuincyGet Directions85 Quincy AveQuincy
, Massachusetts 02169US - Citizens, SandwichGet Directions10 Merchants RdSandwich
, Massachusetts 02563US - Citizens, Yarmouth Shopping CenterGet Directions1116 Main StSouth Yarmouth
, Massachusetts 02664US - Citizens, South DennisGet Directions434 Rte 134South Dennis
, Massachusetts 02660US - Citizens, MarshfieldGet Directions1 Snow RoadMarshfield
, Massachusetts 02050US - Citizens, Hyannis RotaryGet Directions417 Barnstable RdHyannis
, Massachusetts 02601US - Citizens Supermarket Branch, Cedarville Shaw'sGet Directions2260 State RdPlymouth
, Massachusetts 02360US - Citizens, HanoverGet Directions250 Rockland StHanover
, Massachusetts 02339US - Citizens Supermarket Branch, Orleans Stop & ShopGet Directions24 Rt. 6ASuite AOrleans
, Massachusetts 02653US - Citizens, OstervilleGet Directions65 Wianno AveOsterville
, Massachusetts 02655US - Citizens, PlymouthGet Directions20 N Park AvePlymouth
, Massachusetts 02360US
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.