Clarfeld Citizens Private Wealth, a division of Citizens Bank, N.A., is a comprehensive financial advisory firm based in Lexington, MA. They specialize in providing personalized wealth management solutions to high-net-worth families and multi-family offices with over $3 million in investable assets. Their team of experienced advisors offers a wide range of services, including financial planning, investment advice, retirement planning, insurance asset planning, trust and estate planning, tax planning, and charitable giving. With a focus on maximizing long-term investment returns and safeguarding the integrity of each family's wealth, Clarfeld Citizens Private Wealth is dedicated to helping clients navigate the complexities of managing, preserving, and passing on their wealth.
As an affiliate of Citizens Bank, N.A., Clarfeld Citizens Private Wealth also offers banking and lending services, as well as institutional services for complex custodial arrangements. Their commitment to providing innovative solutions tailored to the unique needs of their clients has made them a trusted partner in achieving financial goals and ensuring long-term financial security.
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