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Citadel's Wealth Management team, available through CFS, provides personalized service and recommendations every step of the way.  Our process begins with a CFS Advisor taking the time to really get to know you; your personal and financial goals, time-frame and risk assessment. It is a big-picture approach, where wealth strategies are tied to the financial goals and objectives you are seeking to achieve.  Then we step into our step by step process.

Analyze:  An experienced CFS financial advisor will begin by gaining an understanding of your financial situation to define your personal and life goals, and to determine your investment time frame. 

Present:  We do the research and analysis, then educate and guide you in making those complicated financial decisions. We pinpoint what is required for you to stay on course to a healthy financial future.

Implement: The client and CFS Advisor will agree on how the recommendations will be carried out; coordinating the process with you and other professionals, such as attorneys or accountants, if necessary

Monitor and Review:  A CFS Advisor will monitor your progress towards your goals and report to you periodically to review your situation and adjust the recommendations as your goals and objectives in life change.

Contact Us

Citadel Wealth Management
Available through CFS*
Phone: 800-666-0191

Qualified CFS investment professionals are able to meet with you at each Citadel location. Find a representative registered through our broker-dealer CUSO Financial Services, L.P. (CFS) at a Citadel location near you. Our CFS investment professionals will be more than happy to work with you!

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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.

Check the background of this financial professional on FINRA's BrokerCheck.