Beliefs Vision Citizens Wealth Management will be the preferred, high performing, independent wealth management firm in the markets we serve. We partner with growing businesses and consumers to build lasting and successful relationships. We do this by providing financial products and services valued by our customers and delivered by committed employees who really mean it. Mission Citizens Wealth Management mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with us, their trusted and knowledgeable advisors. We aim to accomplish this through education, training integrity, and outstanding client service. Philosophy At Citizens Wealth Management the clients experience is our first priority. We will provide convenient branch locations as well as maintain a wide range of systems and technology to meet clients needs. We will continue to offer our clients the latest in superior financial products and services. Citizens Wealth Management pledges to provide accurate, timely and personal service and when an error or problem does arise, we will work to resolve it to our client's total satisfaction. We will strive to be responsive, thoughtful and friendly. Finally, we at Citizens Wealth Management promise that we will never lose sight of the fact that our clients are our greatest asset. Approach Our primary concern is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.