About The Sound Harbor Planning Group
The members of The Sound Harbor Planning Group at Citi Personal Wealth Management have over 60 years of combined financial industry-related experience. Our specialties include estate, retirement and investment planning. We are uniquely qualified to help with the complex financial planning needs of the baby boomer generation in the tri-state area, concentrating on clients with a net worth of over $1,000,000.
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.