Lumen Wealth Management

At Citizens, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other query about money, don’t keep it to yourself. We have approximately 1,100 Citizens branches in 15 states and around 3,100 ATMs. In addition, our customers stay connected with us online, through our award-winning mobile app and via our customer contact center. Member FDIC. Equal Housing Lender.

Founded in 2001, Vestmark is a full-service investment technology company. It offers services to the investment and overlay managers, sponsors and outsourcing service providers in the managed accounts industry in the United States. The company also provides a Web-based technology, Vestmark Managed Accounts Platform. Additionally, Vestmark is engaged in the data and communications standardization efforts of the Money Management Institute (MMI) and the Depository Trust and Clearing Corporation (DTCC). It provides a variety of training programs and implementation solutions. The company specializes in managed and support services. Vestmark has a range of operations in Massachusetts and New Jersey.

Located in Wakefield, Mass., Sentinel Benefits provides various employee benefit outsourcing solutions. The firm serves more than 2,500 businesses throughout the United States and is one of the largest privately owned employee benefits firms. Founded in 1987, it has over 140 employees and offices in Massachusetts, Rhode Island, Connecticut and Florida. The firm offers a range of products and services, including group insurance brokerage and investment advisory services. It provides various retirement plans, such as profit sharing, money purchase, defined benefit and employee stock ownership plans. The firm offers access to mutual funds, including company stocks and self-directed brokerage. Its additionally provides transportation, reimbursement, and health and dependent care plans. The firm also offers investment advisory and insurance brokerage services.