Built on a legacy of strength
As of March 31, 2025, Federal Reserve ranking according to consolidated assets.
1828
Founded
$29B*
in AUM
$220B
in assets
$178B
in deposits
Solutions
Experience the advantages of Private Wealth Management**
Your wealth team takes an integrated, holistic approach to helping you grow, protect, administer, and transfer your wealth—so you can build a lasting legacy.
Citizens Private Wealth™ welcomes MWI Wealth Partners, based in New York, NY
MWI Wealth Partners is the central point of contact responsible for coordinating and integrating a suite of services to grow, protect, administer and transfer your and your family's wealth.
Services
Realize the advantages of integrated banking1
Tailored banking solutions and advice coupled with extraordinary service from your dedicated relationship management team.
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
Help you plan for today and tomorrow
2025 Outlook | Opportunities amidst a changing landscape
Read our report to see how you can prepare for the new year.
Quarterly Investment Report
Our quarterly summary of developments in the global economy.
Wealth transfer planning: Strategies for a seamless transition
Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones. These steps can help you prepare.
Wealth management and taxes: Planning for financial prosperity
Private Wealth management tax planning is a valuable investment for high-net-worth individuals.
AI trends in financial management
Discover insights from a Citizens survey on how mid-market and private equity companies are using AI for financial operations.
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
1 Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
Clarfeld Financial Advisors, LLC Form ADV Disclosure Brochure
Fiduciary Acknowledgment Clarfeld
Citizens Trust Company of Delaware (“CTCD”) and Citizens Bank, N.A. (“Citizens”) are affiliates of CFG. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens. Certain trust, fiduciary and administrative services may be provided though agreement with affiliate companies. Banking products are offered by Citizens. 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 and CTCD.
* AUM as of March 31, 2025. AUM reflects the market value of all investments under wealth management of our two affiliated registered investment advisors.
** 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