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Whether you're planning for retirement, preparing for tax season, or looking to grow and protect your wealth, Citizens Wealth Advisors are here to help.

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  • Your information is securely delivered to a Citizens Wealth Advisor near you.
  • Your Advisor will contact you — typically within one business day.
  • Together, you’ll schedule a time that works for you, in person or remotely.
  • Begin your personalized financial planning journey with your complimentary consultation.

  • Think about your short‑ and long‑term financial goals.
  • Gather any relevant financial documents you’d like to discuss.
  • Be ready to talk about your current investments, savings and concerns.
  • Prepare questions on anything from tax and wealth strategies to retirement planning.
  • Learn more about what to expect before your meeting.

  • Personalized guidance tailored to your goals and life stage.
  • A wide range of wealth management and planning services.
  • Advisors who take a holistic view of your financial picture.
  • Backed by the experience and capabilities of Citizens.
  • Learn more about working with Citizens Wealth Management.

© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC

    CSI FINRA/SIPC: Citizens Securities, Inc. is a member of FINRA and SIPC.

    FINRA BROKERCHECK: Check the background of Citizens Securities, Inc. on FINRA BROKERCHECK.

    Citizens Wealth Management does not provide legal or tax advice. You should do your own research and/or contact your own legal or tax advisor for assistance with questions you may have on the tax or legal implications of your investments.


    Neither asset allocation nor diversification guarantees a profit or protects against a loss.


    Securities and Insurance Products: Please be aware that securities, insurance products, and investment advisory services offered by Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC (both affiliates of Citizens Bank, N.A.) are different from those offered by the bank and are subject to investment risk, including possible loss of principal.

    Citizens provides Wealth and Investment services in the United States: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

    Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA / SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.

    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