Value Added Services

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Wealth encompasses more than properties and financial assets. Wealth is seeing your goals become reality. Wealth is the peace of mind that comes from providing for the next generation. In essence, genuine wealth is the ability to face the future with confidence.

The Tools to Build Your Future

The Tools to Build Your Future

Citizens Wealth Management Group understands that every client comes to us with a unique vision. To that end, we created an array of services to keep you on top of your assets, your cash flow, and — most important — your goals.

WealthVision anchors CWM’s value added services. Updated daily, the online WealthVision portal pulls together every aspect of your financial life. With assets, income, and goals in one place, you gain the power to transform a vision into reality.

WealthVision works in tandem with all of our financial planning tools. Here’s the complete list of CWM’s value added services:

  • Financial Planning Powered by WealthVision
  • Education Planning
  • Investment Consulting
  • Estate Planning
  • Risk Management and Asset Protection
  • Client Reviews
  • Weekly Economic Update Emails
  • Educational Client Seminars
  • Intergenerational Wealth Transfers
  • Social Security Planning
  • Memory Money Investing
  • Account Aggregation

Wealth Management for Northwest Ohio

You can see WealthVision in action and learn much more about our value added services by sitting down with a CWM Wealth Advisor. With six offices in northwest Ohio, we’re not far away. Contact us today, and let’s begin the journey.

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