Backed by a 200-year legacy of Citizens Financial Group
As of June 30, 2025
1828
Founded
$218B
in assets
$175B
in deposits
$32B2
in AUM
Who we serve
Expertise spanning your entire financial world
With a dedicated point of contact backed by a team of specialists, we provide highly tailored solutions and an uncompromising standard of care to simplify complexity and protect what you've built.
Services
The power of integration
Your relationship management team delivers complete coordination across every aspect of your financial life — simplifying decisions and positioning you for long-term success.
Wealth Management1
Your dedicated team of private wealth experts guides you through the complex universe of financial planning, investment management, and risk mitigation.
Banking for Your Business
Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.
Personal Banking
Receive holistic guidance and premium services that provide you with a seamless banking experience.
Insights
Helping you plan for what's next
Estate tax planning: Start now
Implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.
Wealth transfer strategies
Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones.
Planning for financial prosperity
Private Wealth management tax planning is a valuable investment for high-net-worth individuals.
How the One Big Beautiful Bill could affect your finances
From tax credits and estate and retirement planning, explore key provisions of the OBBBA.