Chart your course
with an experienced wealth team.

Welcome to the Broadway Park Wealth Advisory Group
at Citi Personal Wealth Management.

A team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management.

Broadway Park Wealth Advisory Group Team

About Broadway Park Wealth Advisory Group

The Broadway Park Wealth Advisory Group led by Ben Newman is a team of experienced advisors dedicated to helping individuals, families, and businesses navigate the complexities of wealth management. With a combined 100 years of experience in the financial services industry, our team takes a personalized and comprehensive approach to understanding each client’s financial priorities, long-term goals and legacy objectives. We provide tailored guidance across investment management, retirement planning, tax management, estate planning and wealth preservation strategies. We also specialize in and recognize the unique needs of working with international clients. Backed by the global resources of Citi and grounded in a commitment to integrity, objectivity and exceptional client service, we strive to deliver thoughtful advice and lasting relationships built on trust.

Benjamin M. Newman

Access a Breadth of Financial & Economic Insights

Professional Guidance, Best-in-Class Investments, and a Full Range of Benefits

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Personalized Financial Planning

Work with your dedicated team to create a complimentary financial plan that’s flexible so it can progress with your life and financial goals. We’ll help you determine what's most important to you, separating your goals into needs, wants and wishes; as well as evaluate and modify your plans as your life evolves.

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Robust Investing Capabilities

Citi Personal Wealth Management offers a range of investment products including individual stocks, fixed income and mutual funds, as well as more offerings like alternative investments and structured products. Citi’s global investment platform provides you with more choice and flexibility in your portfolio.

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Banking Benefits from Citibank

With Citigold and Citigold Private client you’ll experience an elevated financial relationship that provides a higher level of service and wealth management. Preferred banking benefits from Citibank, waived fees, higher limits and rewards, as well as special travel and lifestyle benefits are just the beginning.

Learn About Citigold Learn About Citigold Private Client

Speak with a Broadway Park Wealth Advisory Group

Important Information

The products and services mentioned herein are not offered to individual residents in Europe, including the EuropeanUnion, European Economic Area, Switzerland, the United Kingdom, and similar countries. Your eligibility for aparticular product and service is subject to a final determination by Citibank and its affiliates. This is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the banking or financial products mentioned herein to individuals outside of the United States.

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.