Citi Personal Wealth Management is an investment and advisory service that provides portfolio management and financial planning to Citi's banking clients. According to its website, Citi Personal Wealth Management offers a lineup of investing options and dedicated one-on-one support with a Citi Relationship Manager. Further, Citi says it provides clients with a Citi Personal Wealth Management Wealth Advisor who designs bespoke financial planning strategies to help households meet both long-term and short-term goals.