To close the wealth gap
We craft financial plans and portfolios as diverse as our clients themselves. We are an independent Registered Investment Advisor (RIA) and use AssetMark for accounts.
Our pay comes from clear, set fees, not from selling financial products. This way, our advice is always focused on your best interests rather than on commissions.
RIAs are held to a fiduciary standard – meaning we are legally required to act in the best interest of our clients. At Citrine & Gold, we are more than fiduciaries; we are advocates, educators, and partners in our clients’ financial journeys, dedicated to their success and well-being. With us, wealth is felt, lived, and used as a tool for positive change – reflecting the vibrant values of the communities we serve.
Work with a licensed Financial Advisor to create a plan that truly celebrates you, your goals, and your family – whatever that looks like for you.
Where Ethics Meet Assets
We craft portfolios and strategies aligned with your priorities & values.
We love supporting entrepreneurs and small business owners in navigating the financial complexities of business.
