Investment Plans

Citi Personal Wealth Management Personalized Investment Strategies with Expert Guidance

Citi Personal Wealth Management offers tailored investment solutions through dedicated financial advisors. Whether you're planning for retirement or building wealth, Citi provides personalized strategies to help you achieve your financial goals.

Goal-Based Planning

Financial Advisors

Banking and Investing

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  • Dedicated Financial Advisors: Work one-on-one with a Citi advisor to develop a customized investment plan.
  • Comprehensive Investment Options: Access a wide range of investment products, including stocks, bonds, mutual funds, and more.
  • Integrated Banking and Investing: Seamlessly manage your investments alongside your Citi banking accounts.
  • Goal-Based Planning: Receive strategies tailored to your specific financial objectives and risk tolerance.
  • Regular Portfolio Reviews: Stay on track with periodic reviews and adjustments to your investment plan.

 

  • Exclusive Access: Benefit from Citi's global research and market insights.
  • Flexible Account Options: Choose from various account types to suit your needs.
  • Online and Mobile Access: Monitor and manage your portfolio through Citi's digital platforms.
  • Preferred Pricing: Eligible clients may receive discounts on investment products and services.

 

  • Must be at least 18 years old.
  • Valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
  • U.S. resident.
  • Minimum investment amounts may vary based on selected services.

 

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Smart Choices Start Here.
Trust GoCapitalz to guide your journey to better financial well-being.

Apply Now to start building a personalized investment strategy with Citi's expert guidance.