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As a Citigold client, you can collaborate with your dedicated 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 Citi Wealth Advisor Works:
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Sep 13, 2022 · 1. Connect with your Relationship Manager for advice on wealth management. When you start a Citigold relationship, you will receive full support from a team of experts led by your own Relationship Manager (RM). Your RM’s role is to help you maximize your wealth potential.
New York - Citi announced today that it is introducing a new, fully digital financial planning solution called Citi Wealth Advisor to enable Citigold clients to work with their dedicated relationship team to create a financial plan that focuses on the goals that matter most.
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With the Citigold Relationship Tier, you’ll receive Citi Priority benefits plus premium banking benefits, including waived fees for online wire transfers, unlimited reimbursement of ATM fees at non-Citibank ATMs globally and more.