Welcome
You've worked hard to accumulate your wealth. Now you would like that wealth responsibly invested to fulfill a particular goal or meet a future need. With $50,000 or more to invest, we can work together to develop and implement an investment process that suits your needs. Smith Barney's Consulting Group offers comprehensive analysis and evaluation of investment managers that will allow us to identify and select the professional portfolio managers within the Fiduciary Services program who best satisfy your individual requirements. If you would like more information on developing an investment strategy tailored to your needs, or to arrange an appointment to discuss the benefits of an individually managed account, please contact us.
FEATURED REPORT
BULLETIN BOARD
- The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
