Private Wealth Teams

The BG Wealth Partners team

BG Wealth Partners

The Clafeld Group team

The Clarfeld Group

The LS Wealth Partners Team

LS Wealth Partners

The Lynch Inserra Kaufman Wealth Partners Team

Lynch Inserra Kaufman Wealth Partners

MWI Wealth Partners Team

MWI Wealth Partners

The Nagle Wealth Partners team

Nagle Wealth Partners

Reddaway Wealth Partners

Coastal park along Pacific Ocean, Crystal Cove State Park, Orange County, California

Shay Wealth Partners

Smith Wealth Partners

Smith Wealth Partners

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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