Trust & Investment Management

For over 60 years, Citizens Wealth Management has been providing management of personal wealth. We deliver an experience that is rich in sound financial advice as well as professionalism, personal service and integrity. Most importantly, we respect your objectives. We are not only your financial partner, but also an advocate for achieving your goals.

Investment Portfolio Management
Separate Managed Accounts
Financial Planning
Trust Administration
Estate Administration & Settlement
Foundations & Charitable Endowments
Guardianship & Special Needs Trusts

Trust services offered by Citizens Banking Company

For more information, call 888-645-4121 ext. 8446 or email

Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not Guaranteed by any Government Agency		Not a Bank Deposit