Comprehensive planning from a team of professionals
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.
Our associates hold a range of professional credentials including a Masters of Business Administration (MBA), CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Investment Fiduciary (AIF®).
We have a Financial Advisor who is a Guided Portfolio Manager and an Options and Municipal Principal on the staff, for uniquely qualified client situations, that include a disciplined and dynamic approach to investing.
We are uniquely qualified to help with the complex financial planning needs of the baby boomer generation in the tri-state area
Your team of experienced professionals provides superior guidance, best-in-class investments and access through Citi colleagues to a full range of retail and commercial banking services – all of which are backed by the strength of Citi.
Here are ways Citi supports your team's commitment to your financial success:
Unquestionable Financial Strength.
We are one of the world's leading digital banks, with more than 100 million customers in 19 markets worldwide1.
Citi at your service
We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.
Citi's Network of Specialists.
In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include wealth-planning specialists, some of whom are trust and estate attorneys, and investment analysts. Additionally, your Financial Advisors have access to Capital Markets specialists who provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.
Citi Investment Research and Analysis.
Financial Advisors can provide guidance informed by the powerful insight of research analysts across our global organization.
1. 2017 Citigroup Annual Report.
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