Chart your course
with an experienced wealth team.
About Genesis Wealth Management Group
The Genesis Wealth Management Group at Citi Personal Wealth Management is experienced and proficient with a variety of financial products and services. We work with clients to identify needs and goals and create objective strategies designed to help achieve these goals. We specialize in helping our clients with strategies designed to grow and preserve wealth, including estate planning, retirement planning, education planning and capital preservation, utilizing a range of products from insurance to alternative investments. As your strategic ally we are available to work with your attorneys and CPAs to help simplify your complex financial issues.
Access a Breadth of Financial & Economic Insights
Professional Guidance, Best-in-Class Investments, and a Full Range of Benefits
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.
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.
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.