A newer version of your browser is available. Older versions may limit your ability to access some of this site's functionality. Citizens Bank recommends upgrading your browser.

              Learn More

              Download the newest version of Microsoft Internet Explorer

              Clear Search

              Citizens Bank Wealth Management

              Wealth Management

              Providing personalized advice after getting to know you. Bringing tailored answers to your banking, planning, investment management and trust and estate planning needs.

              Questions? Ask a Citizen.
              Questions? Ask a Citizen.

              Goals Based Planning Approach Focused on Outcomes

              We look at your whole picture, prioritize what matters most to you and bring structure and focus to help you accomplish your goals.

              Large Enough to Matter. Small Enough to Care.

              With the depth and breadth of resources of the nation’s 12th largest bank, delivered by your local team of experts.

              Personalized Advice and Comprehensive Strategies for You

              Your financial life can be complex, we bring tailored strategies that include banking, investment management and trust and estate planning.

              Wealth Solutions for You

              Ways to work with an advisor

              #Json=Label_Lookup|Brand=citizensbank|ApplyToParentElement=|TargetElementType=|TargetElementId=|Key=Personalize your experience.#