Chart your course
with an experienced wealth team.

Welcome to the Diversified Wealth Advisors Group
at Citi Personal Wealth Management.

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

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About Diversified Wealth Advisors Group

The Diversified Wealth Advisors Group, led by Jason Lin Managing Director, Wealth Management Wealth Advisor, is a team of Wealth Advisors backed by the strength of Citi – a global leader in wealth management. Diversified brings a multi-faceted and multi-lingual approach in supporting current and future lifestyle needs while seeking to preserve hard-earned assets. The group offers tailored investment strategies designed to offer income protection, efficient asset transfer via estate planning, and tax efficient strategies in both domestic and offshore markets. The team strives to provide clarity and transparency when working with clients.

Jason Lin
Jeffrey D. Lang

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 Diversified Wealth Advisors Group Wealth Advisor

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.

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.