Investing & Financial Planning

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.

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.

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 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.

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).