BG Wealth Partners

FINRA's BROKERCHECK

Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/03/24, data as of 06/30/24); (04/04/23, data as of 06/30/22); (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx

Forbes/SHOOK Top Wealth Management Teams Best-In-State (01/09/24) Data as of 3/31/23. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

* Advisor holds the CPA designation but is not acting in the capacity of a Certified Public Accountant for Citizens. Advisory services may include discussion or information regarding tax planning; however, advice given is not intended to and does not constitute tax advice of any kind. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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