About Premier Wealth Advisory Group
Premier Wealth Advisory Group at Citi Personal Wealth Management takes a holistic approach to truly understand a client's philosophy regarding their wealth. We help clients protect and grow their hard-earned wealth by making objective and informed recommendations. With more than 40 years of combined experience in financial services, our group specializes in retirement and estate planning, managed equity portfolios, fixed income opportunities, alternative investments and lending.
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 open-architecture 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.