Citi logo
Visit wealthmanagement.citi.com Find an Advisor About IPB Sign On to Citi Accounts
International Personal Bank U.S. Citi logo
  • Home
  • Meet the Team
  • Contact Us
  • Visit wealthmanagement.citi.com
  • Find an Advisor
  • Sign On to Citi Accounts
...

Welcome to Miami Wealth Group
at Citi Personal Wealth Management.

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

Miami Wealth Group Team

Miami Wealth Group Team Members

About Miami Wealth Group

  • Benefit from having access to a specialized multilingual team fully committed to your success, including financial professionals, investment counselors, product specialists and the Investment Lab.
  • Investment Lab supports International Personal Bank (IPB US), Citi Personal Investments International (CPII) and Citi Personal Wealth Management (CPWM) advisors with portfolio investments strategies.
  • Banking with Citi provides clients with a variety of FDIC-insured options to protect and grow their funds. Clients can open checking, savings and CD accounts and are provided with a Citibank® debit card. Clients have the ability to be serviced online, through mobile, phone, in-person and via ATMs. Clients can explore different account packages, each designed to help clients earn better rates, avoid fees and enjoy a wide range of services, including the Citigold Private Client International Account Package.
  • Keep up with global financial insights supported by Citi’s intellectual capital resources.
  • Receive guidance and access to tools to help create an investment portfolio through Citi Personal Investments International that is right for you.
  • Gain access to a robust mix of products and services, from meeting your most essential banking needs to fulfilling your most complex investment demands.

Access a Breadth of Financial & Economic Insights

Professional Guidance, Best-in-Class Investments, and a Full Range of Benefits

Hand inserting a single domino

Banking with Benefits

Work towards achieving your financial objectives, enjoy attractive pricing and rates, and simplify the way you manage your money.

Learn About Citigold® International Learn About Citigold® Private Client International
Shaking hands over a desk with documents and a laptop

Build Your Investment Portfolio

Take advantage of personal guidance services through financial professionals who have access to global insights and a differentiated investment platform with Citi Personal Investments International.

Learn More - Build Your Investment Portfolio
Sailboat at sunset

Portfolio-Based Lending

Portfolio-Based Lending allows you to borrow against your diversified portfolio, while keeping your investment strategy in place.

Learn More - Portfolio Based Lending

Speak with a Miami Wealth Group Financial Professional

Contact Us

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

Broker Check Logo

Learn More  from BrokerCheck about the background of Citigroup Global Markets Inc. and its registered/licensed professionals FINRA's BrokerCheck.

Citi logo
© 2025 Citigroup Inc. Terms & Conditions Privacy Notice at Collection Do Not Sell or Share My Personal Information Accessibility

Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

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. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. 5/25

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.

© 2025 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. 5/25