From Pulse 2.0 · Amit Chowdhry · · 50s
Citizens Adds $1.2 Billion Firm Webber Wealth Partners
Citizens Financial Group brings Webber Wealth Partners to expand private wealth services with $1.2 billion in assets.
In brief
Citizens Financial Group brings Webber Wealth Partners to expand private wealth services with $1.2 billion in assets. Citizens Financial Group added Webber Wealth Partners, a Southern California firm managing $1.2 billion in assets, to strengthen its private wealth offerings. Originally reported by Pulse 2.0.
Citizens Adds Webber Wealth Partners
Citizens Financial Group added Webber Wealth Partners to its private wealth division.
Team Manages $1.2 Billion Assets
The Newport Beach-based team serves high-net-worth individuals and families with over $1.2 billion in assets.
Integrated Banking Platform
The team connects clients with Citizens Private Bank and Commercial Bank services for broader financial needs.
California Growth Focus
Citizens strengthens its California presence as a key growth market for private wealth services.
At a glance
Citizens Financial Group added Webber Wealth Partners, a Southern California firm managing $1.2 billion in assets, to strengthen its private wealth offerings.
