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Gary G

Series 66

Johnston, RI

Citizens Private Wealth

Gary Grigorian is a financial advisor with Citizens Private Wealth in Johnston, Rhode Island, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Mass Mutual Investors Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer, along with services in tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Business succession planning Business exit / sale strategy General estate planning guidance General tax planning Wealth management Executive Founder/Business Owner Retired
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