Westlake Village, CA Office

Citizens Private Wealth, LLC is a multi-team registered investment adviser that primarily serves high‑net‑worth individuals and families, along with pension and profit‑sharing plans, business entities, trusts, estates, charitable organizations, and endowments and foundations. The firm offers discretionary and non‑discretionary investment management, wrap fee strategies, ERISA plan advisory and outsourced CIO services, as well as tax and estate structuring and a recently added Business Consulting Services team for multigenerational family and closely held business matters.

The firm’s platform centers on setting a long‑term asset allocation tailored to each client’s goals within an open‑architecture investment framework and will make tactical allocation changes when market or macroeconomic conditions warrant. Portfolio management is predominantly discretionary and overseen by a Chief Investment Officer, combining quantitative screens and qualitative research across fixed income, large‑cap equity, liquidity management and other strategy sleeves, while also offering non‑discretionary recommendations where agreed.

What distinguishes Citizens Private Wealth from many peers is its affiliation with Citizens Bank, N.A., which shapes product and operational features — including access to a bank deposit sweep program with FDIC coverage, securities‑based lending through the bank, and affiliated broker‑dealer and insurance entities that can receive separate compensation. The firm also acts as a non‑discretionary manager to a private fund (CIVIS I) and has formal policies and disclosures addressing related conflicts, and it has recently expanded advisory capabilities through a Business Consulting Services team focused on succession and exit planning for private companies and families.