Citizens Wealth Management operates as a key service line within Citizens Financial Group, a major U.S. regional bank. It provides comprehensive wealth management solutions to individuals, families, and business owners. Their mission is to help clients achieve their financial goals through a tailored approach that includes financial planning, investment management, retirement planning, education funding, estate planning, and insurance services. Leveraging the resources of a large financial institution, they aim to deliver personalized advice and strategies through a dedicated team of financial advisors and specialists.

Founded in

United States