Citigold

Plan for someday while enjoying today.

Person viewing their financial plan using a tablet

Build a flexible plan based upon your unique needs

Everyone has “what-ifs.” What if you want to retire early? What if you want to buy a second home?

As a Citigold client, you can collaborate with a Wealth team to create a complimentary financial plan around your life’s “what-ifs” using Citi Wealth Advisor, Citi Personal Wealth Management’s digital financial planning solution.

Explore how personalized financial planning
with a Citi Wealth Advisor works:

Five steps to creating your plan
To create a flexible plan that will evolve with your life, your Wealth Advisor will:
number one icon

Define your situation and goals

number two icon

Prioritize your goals and concerns

number three icon

Develop a strategy to achieve your goals

number four icon

Implement your strategy

number five icon

Review your strategy and refocus as necessary

Our three pillars of wealth management

Speak with your Wealth team for details.

Woman holding phone and looking at led chart

Wealth accumulation & distribution

Whether you’re accumulating wealth or drawing down your assets to fund your retirement, we can help you create and implement a plan customized for your current situation.

Man and daughter laughing

Wealth protection

Based on a thorough assessment of your exposure to risk, we can help you determine the types of insurance you’ll need to protect your income and assets and provide for your loved ones.

Man and woman looking over documents

Wealth transfer

Working with your legal and tax advisors, we can help you implement estate planning strategies aimed at reducing the taxes you pay, increasing the wealth you can pass down to your heirs and helping to ensure that your assets are distributed in accordance with your wishes.

Your financial road map

Citi Wealth Advisor provides a road map to navigate uncertainties and opportunities, including:

  • Saving for retirement
  • Transitioning to retirement
  • Planning for college
  • Major purchase planning
  • Taking care of loved ones
  • Preparing for life changes
  • Trust & estate planning
  • Protection strategies

Ready to get started?

Open a Checking Account Online

Call:
1-833-382-0004 EXT 1087   |  
For TTY: We accept 711 or other Relay Service.

Contact Us today to learn more about Citigold and we will call you back shortly.

Citi is here to help you meet your financial goals.

Sign On

If you would like to start another Citigold relationship, Open an Account Online.

Call the Dedicated Service Line:
1-833-382-0004 EXT 1087 | For TTY: We accept 711 or other Relay Service.