Citizens Wealth Management Group

Citizens Wealth Management Group (CWMG) is a dedicated financial planning service, designed to guide urban professionals and small business owners toward a prosperous and independent future. With our headquarters located at 102 South Main Street, Bluffton, OH 45817, we are equipped to help clients across the country navigate the unique financial challenges they face.

Our Mission

Our mission is to provide an extensive range of services that cater to various types of investors. Our goal is to help preserve and grow your hard-earned assets through customized retirement plans. By conducting thorough cash flow analyses, we generate valuable feedback and ideas, empowering you to make informed decisions about your financial future.

We also offer tailored insurance plans to ensure the secure transfer of your wealth and estate during life's unpredictable events. Furthermore, we collaborate with small business owners to design and monitor retirement plans that align with their specific objectives.

Our Team

At CWMG, we believe that financial planning involves more than just managing money. It's about crafting a life strategy that keeps you in control, providing you with the tools necessary to reach your goals. Our team of experienced advisors is committed to understanding your unique needs and aspirations, offering personalized guidance every step of the way.

Investment Services

*Financial Planning*: Our financial planning services are tailored to your specific needs, ensuring a strategy that aligns with your unique situation. We believe that no two individuals are alike, and therefore, no two financial plans should be either.

*Retirement Planning*: We understand the importance of enjoying a comfortable retirement. Our retirement planning services are designed to help you live out your golden years with financial peace of mind.

*Estate Planning*: Managing wealth goes beyond knowing where to invest; it involves planning for the future. Our estate planning services play a significant role in your financial decisions, ensuring your legacy lives on according to your wishes.

*Insurance Planning*: A well-constructed insurance strategy can provide a safety net for your loved ones during life's most unexpected events. We work with you to design an insurance plan that fits your needs and budget.

Value Added Services

At CWMG, we view wealth as more than just properties and financial assets. True wealth lies in seeing your goals become a reality. Our value-added services are designed to help you visualize and achieve your financial dreams.

Resources

We provide a variety of resources to help you make informed decisions about your financial future, including weekly market commentary, LPL research, a resource library, and a blog. These tools are carefully curated to provide up-to-date information and insight on a wide range of financial topics.

At Citizens Wealth Management Group, we uphold the values of trust, honesty, and integrity. We believe that these principles are the foundation of a strong financial partnership, and we strive to embody them in every interaction. If you're ready to take control of your financial future, we're here to help. Contact us today to get started.