Citizens Wealth Management® focuses on what's most important to you to help you craft a personalized financial plan^ no matter where you are on your financial journey.
Financial planning on your terms
Our Advisors can help you balance saving for the short term with investing for the future. We'll help you identify what is most important to you to develop a plan that fits your goals.
Let our advisors guide you along your financial journey
Each life stage brings its own challenges. Our Advisors are with you every step of the way to provide the personalized guidance and advice you need.
The Citizens Wealth Management® difference
Experience the benefits of consolidating your wealth with us.
Citizens Private Wealth for clients with significant wealth and complex needs
Citizens Private Wealth has advisors and specialists who can help you navigate the complexities of managing, protecting, and passing on your wealth using sophisticated investment, estate planning, and charitable giving strategies.
Explore More
What’s next in your financial planning journey?
Whether you're just starting to invest or closing in on retirement, we can help you navigate every stage of your personal financial journey.
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Citizens Securities, Inc. Business Continuity Plan
Citizens Securities, Inc. Managed Account Program Form ADV Disclosure Brochure
Citizens Securities, Inc. Digital Advisory Program Form ADV Disclosure Brochure
Quarterly Order Routing
Reg.BI Disclosure
Form CRS
Fiduciary Acknowledgement
Clarfeld Financial Advisors, LLC Form ADV Disclosure Brochure
Form CRS Clarfeld
Fiduciary Acknowledgment Clarfeld
CSI Deposit Sweep
Citizens Securities Inc. Legal or Tax Advice: Citizens Securities Inc. does not provide legal or tax advice. You should do your own research and/or contact your own independent legal or tax advisor for assistance with questions you may have regarding the tax or legal implications of your investments.
Calculator disclosure: This calculator is intended for informational purposes only and is not intended to provide today's actual rates. Your actual results may vary. Results provided by this calculator are intended for Illustrative purposes only and the accuracy is not guaranteed. This calculator does not assure the availability of or your eligibility for any specific product offered by Citizens or its affiliates, nor does the calculator predict or guarantee the actual rate.
You are viewing a third-party created calculator. Citizens assumes no responsibility for, nor does it control, endorse or guarantee any aspect of your use of this calculator.
Citizens Wealth Management: 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 PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE