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Citizens Bank
West Palm Beach Wealth Center

About West Palm Beach Wealth Center
As wealth grows so do the complexities around managing, preserving and passing it on. So we support our clients by providing planning and guidance in all aspects of their financial lives. Our team will help you manage your assets and assist with all of your investing, banking and lending needs. This location, situated along the Intracoastal, Atlantic Ocean, and Palm Beach Island, is just minutes from the business district. Easy to get to and designed with you in mind.

Services

Service Offered
Investment Management
Strategic asset allocation can reduce risk and optimize returns by investing consistently with each client’s goals and risk tolerance.
Service Offered
Financial Planning
Comprehensive strategies aligned with your family’s personalized goals to cover your complete financial situation.
Service Offered
Estate and Trust Planning
Minimize estate taxes, maximize lifetime charitable giving, and protect assets for future generations.
Service Offered
Multi-Family Office
Expert coordination of each phase of a family’s financial life through a personalized and integrated approach.
Service Offered
Tax Planning and Preparation
Tax preparation for individuals, families, fiduciaries, foundations and estates, as well as proactive, ongoing tax planning.
Service Offered
Insurance and Asset Protection
Asset, income and lifestyle protection through the proper structuring of asset ownership and insurance strategies.
Service Offered
Deposits and Lending
Enhanced private banking services: premium deposit and cash management, mortgages and home equity lines of credit.
Service Offered
Business Planning
Business succession planning services to ensure your vision is realized, from planning to execution to implementation.

Download the Citizens Bank Mobile App*

Citizens Bank Mobile Banking App allows you to bank on the go. It’s free to download and offers quick access for managing your bank accounts. Check your balances, pay bills, transfer money, and locate ATMs and banking centers with just a touch. Our mobile app is fast, secure and free. Use your current login information to start banking today.
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