Citizens Private Wealth Information

Citizens Private Wealth is a division of Citizens Financial Group, Inc. (NYSE CFG) - one of the oldest and largest financial institutions in the United States. We provide extraordinary service and forge lasting client relationships delivering clients best-in-class products, services, and capabilities. We are a trusted source to help wealthy individuals and families solve complex financial planning issues. Our multi-disciplined approach to family wealth management consolidates all the expertise and services you need in one firm. Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC. Securities, Investments and Insurance Products are subject to risk, including principal amount invested, and are: *NOT FDIC INSURED *NOT BANK GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *MAY LOSE VALUE