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Citi Personal Wealth Management

  • Whatever your financial goals, Citi Personal Wealth Management is committed to helping you achieve them. Working with partners from around Citi, we help you streamline your finances, simplify your life, and connect you with the full scope of Citi's products, services and resources. As a Citi Personal Wealth Management client, you also have access to our industry-leading wealth planning process, as well as Citi's global research capabilities. By bringing together the vast resources of Citi, we give you the tools you need to take charge of your financial life, and the knowledge that you're not in this alone.

Synergy group

Synergy Advisors Group

The Synergy Advisors Group provides comprehensive wealth management services for individuals, families and business owners. Our team approach to clients' portfolios allows us to utilize investment industry professionals in fixed income management, securities analysis, financial planning and estate planning. We strive to manage clients' assets in innovative and unique ways. Our team utilizes a breadth of resources and has access to an extensive range of investments. Our clients are provided with world-renowned institutional money management through Citi Personal Wealth Management, and their portfolios are analyzed, reviewed and discussed by our team members to maximize the services our clients expect. We believe in long term relationships and work to gain clients' continued trust and referrals.

  • Gerald C. Roth
  • Glenn A. Crawford, CFP®
  • Oswaldo H. Ramos
  • Andy Gitipityapon
  • Lana Arzhelik

Learn more about the background of Citigroup Global Markets and its registered/licensed
professionals at FINRA's BrokerCheck

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED
 

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