Jonathan Smith

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525 William Penn Pl
Pittsburgh, PA 15219
+1 (412) 918-5903
https://fa.citizensbank.com

Clarfeld Citizens Private Wealth, a division of Citizens Bank, N.A., is a trusted financial advisory firm based in Pittsburgh, PA. They specialize in providing comprehensive wealth management services to high-net-worth clients and multi-family offices with over $3 million in investable assets. Their team of experienced advisors offers personalized solutions in financial planning, insurance asset planning, retirement planning, investment advice, trust and estate planning, tax planning, charitable giving, and institutional services.

With a focus on maximizing long-term investment returns and safeguarding the integrity of each family's financial foundation, Clarfeld Citizens Private Wealth is dedicated to helping clients navigate the complexities of managing, preserving, and passing on their wealth. They offer innovative strategies tailored to individual goals and circumstances, ensuring clients stay on target with their financial objectives.

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United States›Pennsylvania›Pittsburgh›Jonathan Smith

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