A complete list of active advisors currently associated with CitiWest Capital Corporation

Warmer can help you find a great advisor at CitiWest Capital Corporation or one who fits your needs even better.

CitiWest Capital Corporation provides comprehensive financial planning to a small client base that includes individuals, trusts and estates, pension and profit‑sharing plans, and corporate or other business entities. The firm’s planning focuses on estate planning, business transfer and related tax and investment planning, as well as wealth preservation and retirement planning. Services are delivered in a consultative, one‑on‑one format with tailored financial plans and periodic reviews, and the firm generally applies minimum asset guidelines (typically at least $1,000,000 in net worth and $500,000 in liquid net worth). The adviser does not provide discretionary portfolio management for clients; clients implement recommendations themselves or may choose to execute transactions through the adviser’s separate capacity as a registered representative of an unaffiliated broker‑dealer. Noteworthy aspects relative to peers include an explicit focus on corporate and pension/profit‑sharing clients, which is uncommon for independent solo advisers, and a practice structured around fee‑for‑service financial planning rather than percentage‑of‑AUM billing. The firm discloses it does not take custody or vote proxies on client accounts and that securities implemented through the broker‑dealer relationship generate commissions and, in some cases, mutual fund distribution (12b‑1) fees.

To learn more about the advisors currently working at CitiWest Capital Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.