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Investing & Financial Planning

Build, protect and preserve your wealth.

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Citi Personal Wealth Management can help you put the pieces of your financial picture together in a way that makes sense for you.

Backed by the strength of Citi and world-class solutions, our Wealth Advisors have the
experience to guide you across every stage of your financial journey.

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Portfolio Management

Your Citi Personal Wealth Management Wealth Advisor will work with you to create a customized investment strategy and implement a plan designed to meet your needs for income, growth, and asset preservation. This plan may include equities, options, fixed income, exchange-traded funds (ETFs), mutual funds, and managed accounts.

We also provide sophisticated products for complex needs, including structured products, capital markets, foreign exchange, alternative investments, donor-advised funds, syndicated transactions, and sustainable investments.

Retirement & Education Planning

It is never too early or too late to start a retirement plan. Your Wealth Advisor can help you plan for a confident retirement and choose from a wide range of tax-advantaged retirement accounts, depending on your unique circumstances, including company-sponsored plans, Traditional IRAs, Roth IRAs, Rollover IRAs, and annuities.

For college education planning, we can help project total costs, what you can afford, as well as how else you might pay college costs while still saving for retirement.

Legacy & Estate Planning

Enhance the legacy you leave to heirs and help ensure your wishes are carried out. Your Wealth Advisor can work with your legal and tax advisors to provide guidance that includes legacy and estate planning, charitable giving, and gifting strategies.

Insurance Guidance

Insurance can be a core component of your financial protection strategy. Working with a Wealth Advisor to evaluate your coverage can be extremely helpful, especially when dealing with more complex needs. Reviewing your coverage will allow you to make sure that you have the right type of policy and sufficient among of coverage for your loved ones.

Market & Economic Insights

Your Wealth Team will leverage expertise from the Citi Wealth organization to create customized portfolios that address your unique financial situation.

Access flagship publications and webcasts for in-depth outlooks on the economy and markets, as well as Citi® Research & Insights from analysts worldwide through our Chief Investment Office (CIO).

Ready to Connect?

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Meet with a Financial Advisor

Our experienced Financial Advisors are here to help you invest in your future and plan for your short- and long-term goals.

Find an Advisor

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Speak now with our Wealth Team

Call: 1-877-357-3399
TTY: We accept 711 or other Relay Service.

Existing clients, please sign on to schedule an appointment with your dedicated team.

Read the Latest Market Insights From Citi

Citi helps you stay on top of the changing financial landscape. From timely market insights to financial guidance on life events, we provide access to a breadth of financial education and economic updates.

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. 5/25

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2025 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. 5/25