• A newer version of your browser is available. Older versions may limit your ability to access some of this site's functionality. Citizens Bank recommends upgrading your browser.

    Learn More

    Download the newest version of Microsoft Internet Explorer

    Clear Search

    Financial Planning for Business Owners

    Citizens Bank Wealth Management

    We’re here to help you today and plan for tomorrow, from protection strategies to transitioning your business.

    Questions? Ask a Citizen.
    Questions? Ask a Citizen.

    Solutions Customized to Your Needs

    Whether protecting your business, developing a succession plan or rewarding and retaining key employees, our advisors can tailor a strategy that fits your business needs.

    Business Valuation Checkup

    Your business is your most valuable asset; knowing its value is the first step to protecting it. We offer a complimentary review of your business to get started.

    Your Experienced Local Team

    Our team understands the unique needs of a business owner and delivers solutions to help you and the communities we serve.

    Wealth Resources

    Comprehensive Strategies for Your Needs

    #Json=Label_Lookup|Brand=citizensbank|ApplyToParentElement=|TargetElementType=|TargetElementId=|Key=Personalize your experience.#