Markets showed resilience in April despite ongoing geopolitical tensions and inflationary pressure. Equities rebounded as emerging markets outpaced most major global indices while fixed income remained relatively steady. In this environment, staying diversified and aligned to long-term financial priorities remains important as markets evolve. Explore the latest insights from our Office of the CIO and what they may mean for long-term wealth strategies: https://spr.ly/6043BBxogx
About us
Citizens Wealth Management is a division of Citizens Financial Group, Inc. (NYSE CFG) - one of the oldest and largest financial institutions in the United States. Our wealth management division is well positioned to help meet the needs of individuals and families. We serve our clients by offering financial planning, retirement planning, insurance and other services. Citizens Wealth Advisors focus on what's most important to help our clients craft a personalized financial plan - no matter where they are on their financial journey. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE: *NOT FDIC INSURED *NOT BANK GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *MAY LOSE VALUE
- Website
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http://www.citizensbank.com/wealth
External link for Citizens Wealth Management
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Type
- Public Company
- Specialties
- Financial Planning, Investment Management, Estate & Trust Planning Services, Retirement, Risk Management, and Insurance
Locations
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Employees at Citizens Wealth Management
Updates
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We’re excited to welcome Eric Foley, CFP® to Citizens Wealth Management as Regional Director for the Greater Boston West Region and the New England Division. Eric brings a strong record of leadership and advisory experience, with deep expertise in building and supporting high‑performing teams. In his new role, he will help advance our commitment to delivering thoughtful, personalized wealth guidance across the region. Please join us in welcoming Eric to the team.
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Citizens Wealth Management reposted this
The recent Federal Reserve Chair hearing offered insight into how Federal Reserve policy may evolve under new leadership. Our Office of the CIO published a brief commentary on Kevin Warsh’s testimony before the Senate Banking Committee, including perspectives on inflation, Fed independence, and policy communication. Read the full commentary to explore the key takeaways and what we’re monitoring next: https://spr.ly/6040BBGywI
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Citizens Wealth Management reposted this
Our first quarter 2026 earnings demonstrate strong progress and disciplined execution across our businesses. Highlights include year-over-year EPS growth of 47%, further expansion of our net interest margin, and a robust balance sheet position. Read the full report here: https://spr.ly/6044B64aBe
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As the Great Wealth Transfer continues to reshape financial planning, conversations around preparation and purpose matter more than ever. We are proud to see our Citizens’ Women in Wealth colleagues, Darci Ham, Nikki Welsh, CRC, Dominique DuMouchel, Danielle Fleet, CFP®, Erik Berge, and Joseph Dionisio, lead a panel discussion at the Bryant University Women’s Summit, contributing to an insightful conversation on the Great Wealth Transfer. Together, they discussed how intentional planning can help women prepare for what’s ahead and have a meaningful impact on families, businesses and future generations. #WomenInWealth #TheGreatWealthTransfer
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A strong retirement plan starts with understanding your full financial picture. For women, that picture often includes both meaningful opportunities and distinct challenges. Our latest article highlights key considerations — and why a holistic planning approach can support long-term financial confidence. https://spr.ly/6046B6XQDp
Explore Retirement Strategies
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We recently brought together Shalini Guglani, Dominique DuMouchel and Darci Ham for a discussion on retirement planning considerations for women. Their conversation explores the unique factors influencing how women plan for and experience retirement, along with insights on estate planning, the Great Wealth Transfer, and more. Stay tuned — the full video is coming soon.
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Citizens Wealth Management reposted this
Our Chief Investment Officer, Michael Hans, CFA joined Bloomberg to share his perspective on the current market environment—where market volatility, AI‑driven disruption, and macro uncertainty are shaping investor sentiment. Watch Michael's segment at 40:00: https://spr.ly/6047hqSwz
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Ready to turn tax season into opportunity? Explore our resource page for clear insights, key deadlines and timely guidance. https://spr.ly/6048hpOiy
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Kevin Warsh’s nomination to lead the Federal Reserve arrives at a pivotal moment for monetary policy. Our latest commentary from the Office of the CIO explores how his views on inflation, balance sheet strategy and economic growth could influence the Fed’s direction. Read the full analysis: https://spr.ly/6043hKvQR
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