Citizens Wealth Management

Citizens Premier Advisory™

WEALTH TEAM

MORE ABOUT US

At Citizens Wealth Management®, we analyze your entire financial picture, prioritize what matters most to you, and bring structure and focus to help you accomplish your goals. Citizens Premier Advisory™ offers a dedicated Wealth Team to create your tailored financial plan, and gives you access to specialists from multiple disciplines such as investments, banking and lending. So instead of a single perspective, you can partner with a dedicated team of Wealth specialists — including our Premier Advisors and Financial Advisors from Citizens Investment Services® — to craft an in-depth, integrated plan for your specific objectives. Premier Advisory clients also get preferred lending rates on mortgage and home improvement loans, waived fees on savings accounts and a variety of other convenience features. And you can work with us however you choose: in person or by video, phone or online.

LOCATIONS

SERVICES AND SOLUTIONS

  • Financial Planning

    Our advisors develop comprehensive plan that balance your everyday and long-term financial needs with an integrated approach to banking and investing.;"Protect your income stream and long-term plans from life’s unexpected events with our insurance and asset protection strategies."
  • Insurance & Asset 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.
  • Retirement Planning

    Our highly skilled investment professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.
  • Investment Advice

    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.

DISCOVER ALL THE WAYS WE CAN WORK TOGETHER

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