October 4, 2015

Why Us?

Citadel Wealth Management was founded with the mission of assisting our clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security for a life of greater confidence, choice and freedom.

The Citadel Wealth Management approach leverages time-honored principles that are easy to implement, monitor and change, which enables our clients to keep up with life’s ever-changing circumstances. We focus on strategies and processes that are verifiable and structurally sound.

We appreciate your interest in Citadel Wealth Management and look forward to learning more about you and how we can help you achieve your goals.


Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn’t end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here’s how we are making a difference in our communities.

To the Community

Our community involvement through charitable organizations and civic events is deeply important to us. Our time and resources invested are additional reasons we’ve earned trust from so many in this area.

To Our Clients

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable.