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Wealth Management & Investment Services

Wealth Management Investment Services

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Officers

See what a difference our experienced team can make.




 

 

Wealth Management

Over time, wealth comes to represent more than money. At CitizensTrust, we know you have dreams and goals for your life. Let us help you achieve them. Our Wealth Management team will work with you to provide thoughtful, customized strategies to help you both preserve and enhance your wealth.

Asset Management

Work with our Wealth Management Group to design and manage the perfect investment portfolio.

Trust Services

Work with our professionals to ensure
the continuation and transfer of
your wealth.

Charitable Gift Planning

Talk to a Wealth Management professional who can assist you with the different gifting strategies available for planned giving.

Custodial Services

Rely on your CitizensTrust professionals to handle completely all of the clerical aspects of your portfolio.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA, Member SIPC, Insurance products offered through LPL Financial or its licensed affiliates. Citizens Business Bank and CitizensTrust Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial registered representative associated with this may only discuss and/or transact securities business with residents of the following states: CA

Investment Products
Not FDIC Insured - No Bank Guarantee - May Lose Value

Please Note:
Any amounts invested pursuant to repurchase agreements are not deposits of the bank, are not insured by the Federal Deposit Insurance Corporation (FDIC), are not themselves guaranteed in any way by the United States or any of its agencies (even though the securities purchased by means of a repurchase agreement may be), are not a money market certificate but are subject to investment risks, including possible loss of principal invested.
Member FDIC Equal Housing Lender Verisign Secured

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