Welcome
At Smith Barney, our team's approach to conducting business with our clients is based on our time-tested process of comprehensive asset and liability management. With access to all of Citigroup's vast capabilities and resources, we are able to offer our clients sound financial counsel in nearly every area of their personal and corporate investment needs. As our relationship builds over time, we will be able to anticipate your changing circumstances and help advise you on appropriate wealth management strategies.
The Towne Centre Group's three main focus areas are: Wealth Management, which caters to all financial aspects of High Net Worth Individuals and Family Offices; Executive Financial Services, which provides Retirement Plans, Stock and Option Plans, Investment Banking, and Cash Management for both Public and Private corporations; and Charitable Planning Services, which provides wide-ranging Investment Advice, Financial Planning and Asset Management for Non-Profit Organizations, Foundations and other Charities.
BULLETIN BOARD
- Ask us about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
- What's the Difference? Wealth Management at Smith Barney. See our Wealth Management Capabilities brochure under Brochures .
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.
