Dedicated Wealth Support
Your Dedicated Wealth Team is your personal connection to the full range of services Citi has to offer. From helping you with everyday financial tasks to managing your long-term goals, your Dedicated Team is here to offer you professional guidance, premium banking, valuable insights, financial planning and recommend investment strategies.
In addition to a variety of specialists, you have access to the 24/7 service center that delivers immediate access to additional support anytime.
Personalized Guidance and Complimentary Financial Planning§
Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, your dedicated team will be there to help you develop a customized financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and global product and research capabilities, your wealth team will work with you to identify your goals and help make them a reality.