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Wealth Management

Citizens Bank of Weston is happy to partner with Tone Capital, LLC to provide our valued customers with access to their experienced advisors for investment and planning services.

Why Wealth Management?

There is a common misperception that wealth management is only for the "wealthy". In fact, wealth management is simply the process of planning for the future financially; it means being able to meet your financial obligations, pursue your goals, and handle unexpected expenses without constant worry or stress. Having a plan can bring financial peace of mind, no matter your net worth or income level. As a trusted partner, Tone Capital works with clients in a fiduciary capacity, placing their clients' interest first, always. Some of the services Tone Capital provides:

Investments

Investments

Flexible, diversified portfolios that are always aligned with your goals and risk tolerance

Financial Planning

Financial Planning

Financial planning is a crucial aspect of securing your financial future and achieving your life goals

Retirement Planning

Retirement Planning

Traditional and Roth IRAs, 401(k) rollovers and consolidation, planning and income projections

Education Planning

Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan

Corporate Retirement Plan Consulting

Corporate Retirement Plan Consulting

Small business can foster a professional culture that both attracts and retains quality employees by offering a retirement plan

Contact your local branch to schedule a free consultation with a Tone Capital advisor.