About Strategic Wealth Advisors
Strategic Wealth Advisors Group at Citi Personal Wealth Management is a team of experienced advisors who work closely with individuals, families, and businesses to better understand their financial and life goals. Our team specializes in wealth management by life stage and retirement planning. We leverage our knowledge of the capital markets, historical trends, asset allocation and tactical asset re-allocation to help our clients manage and preserve their wealth. We are committed to objectivity and integrity in our client relationships.
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.