We help our clients plan for, and transition to retirement, so they can focus on what matters. The advisors at Citrus Wealth maintain an active relationship with their clients; they are their first call for any and all financial inquiries. Whether it's retirement planning, asset management, tax strategy, insurance coverage, estate planning, Social Security or Medicare, the advisors at Citrus Wealth have the experience and expertise to help navigate your financial journey.
Services
The advisors of Citrus Wealth Management boast extensive financial experience and are backed by a client-centered support staff. Citrus Wealth Management prides itself on neighborly, honest, and loyal client relationships, facilitated by prompt and open communication. Get to know your future financial team below.
We are all too familiar with life's unpredictable tendencies. Our Adaptive Financial Design positions clients to be financially prepared for almost anything. Life requires resiliency; we'll get you ready to roll with the punches. Changes to your personal situation can be predictable or arise suddenly.
For over 20 years, we have helped hundreds of SCE employees plan for and transition into retirement. However, my roots with Southern California Edison run even deeper. My parents both worked for the company; my dad was a manager of Operation Audits for over 30 years working out of the G.O. retiring with the VRO in 1996, while my mom worked as a CSR throughout my childhood.
Reviews (2)
Justin B. Justinmakesithappen
Sep 18, 2018
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J. M.
Aug 06, 2018
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I have had such a great experience with Citrus Wealth. The staff is warm and friendly and Jeff and Blaine have gone above and beyond to answer all of my questions and keep my up to date on my accounts. I highly recommend their services to anyone who isn't confident in managing their own retirement accounts.
