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. Citizens Wealth Management® can help you navigate that journey – and your financial future. With a dedicated Wealth Advisor and a supporting team of qualified specialists, we can 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 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 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.2
LOCATIONS
- Citizens Supermarket Branch, Greenwich Ave Stop & ShopGet Directions575 Greenwich AveWarwick
, Rhode Island 02886US - Citizens, HoxsieGet Directions10 W Shore RdWarwick
, Rhode Island 02889US - Citizens Supermarket Branch, Ten Rod Road Stop & ShopGet Directions1300 Ten Rod RdNorth Kingstown
, Rhode Island 02852US
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.