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.
Access a Breadth of Financial & Economic Insights
Professional Guidance, Best-in-Class Investments, and a Full Range of Benefits
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.
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.
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.