Comprehensive planning from a team of professionals
True North Private Client Group is a team of dedicated financial advisors specializing in comprehensive wealth management, including in–depth financial plans, asset management and post–retirement financial strategies. Each advisor is a specialist in a particular financial discipline, leading to a well–rounded team collaboration. Our experienced team has an average of 15 years each in financial services, and we work as a group to help our clients strive toward their financial goals.
Each advisor is a specialist in a particular financial discipline, leading to a well–rounded team collaboration.
Your team of experienced professionals can provide you with superior advice, best-in-class investment strategies, and access to a full range of retail and commercial banking services—all of which are backed by the strength of Citigroup.
Here are ways Citi supports your team's commitment to your financial success:
Proven Commitment to Excellence.
The average tenure of Citi's Financial Advisors is nine years, and 35% of them have been with the firm for more than 11 years. Many of our Financial Advisors hold top professional credentials, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) or Certified Investment Management AnalystSM (CIMA®) designations.
Unquestionable Financial Strength.
We are one of the best-capitalized banks in the world, providing a solid foundation for your financial success. As a global financial services company, Citigroup has approximately 200 million customer accounts and does business in more than 160 countries. 1
Citi at your service
We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.
Citi's Network of Specialists.
In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include experienced trust and estate attorneys, wealth-planning analysts, tax and business-valuation specialists, and investment analysts. And your advisors have access to Capital Markets specialists, who can provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to industry-leading tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.
Citi Investment Research and Analysis.
Financial Advisors can provide advice and guidance informed by the powerful insight of research analysts across our global organization.
1. 2009 Citigroup Annual Report.
Markets and economic updates, product information, and financial education to help you stay knowledgeable and informed.
- Market Updates
- Planning Guides
Working with your tax specialist, we can help you deal with the tax and investment implications of your windfall.
Want to strengthen your family's financial safety net? Here are just of the some ways we can help.
Now is a good time to take a financial inventory, whether you're decades from retirement or just a few years away. Where do you stand right now?
You have built a thriving business. But are you taking care of your own finances?
You don't have to figure it out alone. This guide presents your choices and shows you how they could affect other aspects of your financial plan.
Your health care expenses are likely to climb sharply as you age. But fortunately, so too does the help
available to you.
To many, estate planning means getting a will and dodging estate taxes. But the reality is, what will happen to many of your assets doesn't hinge on what your will says.
This could be one of the smartest ways to protect your family's finances and preserve your estate.
- Financial Education
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It's America's newest status symbol: a lofty credit score. Many people are obsessed with boosting their score, with good reason. Here's how credit scores are calculated – and how you can make yourself look more credit–worthy.
A college education can be one of life's most expensive goals, ranking right up there with paying for retirement and buying a home. But fortunately, college is also the goal you will likely get the most financial help with.
You look like a million bucks. Suppose you were drawing up a list of your assets. Sure, you would consider including your house, stocks, bonds, mutual funds and savings account. But if you are in your 40s or younger, the assets you have amassed likely pale next to your ability to haul in a paycheck.
Find a professional who can help address your specific financial needs. Search by name or office location.