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Create a Personalized Financial Plan
Prioritize What's Important to You
Citi Personal Wealth Management's approach to planning is designed to help you manage your investments with your specific financial situation in mind. Our digital financial planning solutions allow you to explore the what ifs
in your life and create a flexible plan for them.
- Prioritize your goals according to your needs, wants, and wishes
- Explore your possibilities by testing scenarios and different ideas
- Implement your plan and put your chosen strategy into action
- Track your progress and make changes as your life evolves
How Can I Get Started?
Citi Priority Clients
Meet with a Citi Priority Advisor in a branch or by phone to create a flexible financial plan. Call (1-800-788-6775) to set up a meeting.
Find a Branch
Citigold Clients
Schedule an appointment with your dedicated team to engage with Citi Wealth Advisor, our complimentary, digital financial planning solution for Citigold Clients.
Explore Citi Wealth AdvisorAccess Our Financial Planning Tools
Take advantage of Citi's planning tools to help you achieve your financial goals.
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- This Communication is prepared by Citi Private Bank (CPB), a business of Citigroup, , which provides its clients access to a broad array of products and services available throughout Citigroup, its bank and non-bank affiliates worldwide (collectively,
Citi
). Not all products and services are provided by all affiliates or are available at all locations. CPB personnel are not research analysts, and the information in this Communication is not intended to constituteresearch,
as that term is defined by applicable regulations. to footnote reference 1
As a Citigold client and as a Citi Priority client, you can receive banking and lending services, including The Citigold Account Package and the Citi Priority Account Package, from Citibank, . (Citibank
), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc. that offers investment guidance, products, and services through Citigroup Global Markets Inc. (CGMI
), member . Citigroup Life Agency LLC (CLA
) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citigold Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citi Priority Advisors are Citi Personal Wealth Management Financial Advisors and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI
), member . 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. 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.