Services

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Let City's Wealth Management Team Help You Manage Your Money and Plan for Your Financial Future

At City, we understand that everyone's financial needs are different. That's why our Wealth Management advisors work closely with each of their clients to create a personalized plan tailored to meet their unique goals. With retirement planning, investment management and legacy wealth planning services, we can help you manage your money today and plan for the future.

  

Why Choose City Wealth Management?

 

Wealth Management FAQ

How do I know this is right for me?
If you need some guidance in preparing for retirement, investing your money or planning for your family’s financial future, City’s Wealth Management division may be able to help.

What is the minimum relationship amount?
You can start with $25,000.

Do I need an appointment?
Yes, setting up a free consolation with your local Wealth Management advisor will help us all be best prepared to discuss your needs. Contact your local City branch to get started.

Do I have to be an existing City customer?
No – our Wealth Management advisors are happy to meet with you, whether you’re a longtime City customer or just checking us out.

Are there hidden fees?
No. We take pride in our all-inclusive, no-hidden-fee structure.

Are there any third parties involved?
We do not use third-party services to create your personalized plan or manage your accounts – all of that is managed in-house by the City team.

How is City Wealth Management different from a stockbroker?
City’s Wealth Management team is made up of in-house portfolio managers who develop custom investment strategies based on each client’s individual goals, while stockbrokers buy and sell stocks on behalf of clients in exchange for a fee or a commission.

Wealth Management Resources

Wealth Management Fact Sheet

2024 Quarter 1 Newsletter

2024 Quarter 1 Market Update


Contact your local advisor
to learn more about our Retirement, Investment and Trust & Estate services.