Solutions
Experience the advantages of Private Wealth Management
Your wealth team takes an integrated, holistic approach to helping you grow, protect, administer, and transfer your wealth — so you can build a lasting legacy.
Citizens Private Wealth® welcomes Snyder Wald Wealth Partners, based in Los Angeles, CA
Snyder Wald Wealth Partners is dedicated to serving high-net-worth and ultra-high-net-worth clients delivering sophisticated wealth planning and personalized advice tailored to complex financial needs. With specialized expertise working with athletes and entertainers, they help clients navigate unique opportunities while building, preserving and transferring wealth with confidence.
Services
Realize the advantages of integrated banking1
Your relationship management team delivers complete coordination across every aspect of your financial life — simplifying decisions and positioning you for long-term success.
Banking for Your Business
Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.
Personal Banking
Receive holistic guidance and premium services that provide you with a seamless banking experience.
Insights
Help you plan for today and tomorrow
2026 Mid-Year Investment Outlook
Market Resilience Amid a Shifting Economic Landscape
2026 Q2 Quarterly Market Commentary
Geopolitical tensions eased and the U.S. economy remained resilient, lifting global equities amid continued AI infrastructure investment. Fixed income generated positive performance despite persistent inflation, while select alternative strategies provided differentiated sources of return. Overall, it was a strong quarter for well diversified investors.
Wealth transfer planning: Strategies for a seamless transition
Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones. These steps can help you prepare.
Wealth management and taxes: Planning for financial prosperity
Private Wealth management tax planning is a valuable investment for high-net-worth individuals.
AI trends in financial management
Discover insights from a Citizens survey on how mid-market and private equity companies are using AI for financial operations.
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
1 Banking products are offered through Citizens Bank, N.A. ("CBNA"). For deposit products, Member FDIC.
Clarfeld Financial Advisors, LLC Form ADV Disclosure Brochure
Fiduciary Acknowledgment Clarfeld
Citizens Securities, Inc. Managed Account Program Form ADV Disclosure Brochure
Citizens Securities, Inc. Digital Advisory Program Form ADV Disclosure Brochure
Citizens Securities, Inc. Form CRS
Citizens Securities, Inc. Fiduciary Acknowledgement
Citizens Trust Company of Delaware ("CTCD") and Citizens Bank, N.A. ("Citizens") are affiliates of CFG. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens. Certain trust, fiduciary and administrative services may be provided though agreement with affiliate companies. Banking products are offered by Citizens. 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 and CTCD.
Insurance contracts may contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Insurance products are made available through Citizens Securities, Inc., a licensed insurance agency, doing business as Citizens Financial and Insurance Agency. CA Insurance License OL81568.
Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.
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