Chart your course
with an experienced wealth team.
About East Coast Capital Advisors
East Coast Capital Advisors at Citi Personal Wealth Management offers clients a full spectrum of advanced planning strategies. With a particular focus on long–term planning, our group supports multi–generational families and individuals through asset accumulation, income distribution and wealth transfer.
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.
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.
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.