To our clients and their families, we want to take a moment to wish you a wonderful holiday season and joyous new year.
About us
Citizens Wealth Management is a division of Citizens Financial Group, Inc. (NYSE CFG) - one of the oldest and largest financial institutions in the United States. Our wealth management division is well positioned to help meet the needs of individuals and families. We serve our clients by offering financial planning, retirement planning, insurance and other services. Citizens Wealth Advisors focus on what's most important to help our clients craft a personalized financial plan - no matter where they are on their financial journey. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRICIPAL AMOUNT INVESTED, AND ARE: *NOT FDIC INSURED *NOT BANK GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *MAY LOSE VALUE
- Website
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http://www.citizensbank.com/wealth
External link for Citizens Wealth Management
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Type
- Public Company
- Specialties
- Financial Planning, Investment Management, Estate & Trust Planning Services, Retirement, Risk Management, and Insurance
Locations
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Primary
Get directions
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Employees at Citizens Wealth Management
Updates
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Not sure what to expect in 2025? Find out how to get financially prepared for whatever comes your way: https://spr.ly/6045t404l
2025 Financial Outlook
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Following the results of the 2024 election and FOMC meeting, there's a lot to consider in terms of what might be coming over the next term. Hear from our experts, Polly Nyquist Klane, Chief Legal Officer and General Counsel at Citizens, Ken Robinson, Head of Government Relations at Citizens, and Michael Hans, CFA, Chief Investment Officer at Citizens Private Wealth as they discuss the road ahead. http://spr.ly/6042twJdK
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The U.S. Federal Reserve has cut rates again in November, lowering the target range for the federal funds rate by 0.25%. Here’s what you need to know: http://spr.ly/6049SxNhf
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Check out what past election results can teach us about the stock market in the article linked below. http://spr.ly/6044sHeGM
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It’s not too late to make the most of Financial Planning Month. Check out the articles below and head into the holidays and 2025 with confidence. http://spr.ly/6041SOEG9
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Sensing a volatile market? Have a major milestone ahead? Head to our financial planning resource page for articles, tips — and confidence. http://spr.ly/6044qNBF8
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When it comes to investing in your future, confidence is key. Check out the article linked below to learn how having a strategic partner benefits you. http://spr.ly/6049qbpdF
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Citizens Wealth Management reposted this
Today we announced Q3 2024 earnings and key results. "Our balance sheet remains strong across capital, liquidity, funding and loan loss reserves. While Q3 was impacted by the drag from forward-starting swaps that commenced in July, as well as some fees that pushed out to Q4, we project a strong fourth quarter and launch into 2025," said Chairman and CEO Bruce Van Saun. Read the full report here: http://spr.ly/6046qRtCr
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As #HurricaneMilton approaches, we are closely monitoring its path and working with local authorities in Florida to ensure the safety of our colleagues and customers. Currently, several of our branch locations are temporarily closed as we focus on safeguarding our communities. We will be adjusting various banking services and product offerings for those who have been impacted. Customers in need of assistance should contact us at 1-888-500-1478. For more updates and resources, please visit: http://spr.ly/6048UQaDu
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