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 800-604-9368 ext. 2410 or email

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