About Global Wealth Group
The Global Wealth Group at Citi Personal Wealth Management, led by Brian Sodol Director, Wealth Management Senior Wealth Advisor, is a team of dedicated Financial Professionals specializing in Comprehensive Wealth Management, Financial Planning, and Retirement Strategies.
Using a consultative process, our advisors will work with you to understand your specific financial situation and goals, then tailor a personalized strategy that uses a wide range of financial products and services.
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.