Citadel Wealth Management was founded on a simple belief: genuine care and trusted relationships should guide every financial decision. With our team of CFP® professionals, CPAs, and other resources, we offer holistic strategies and personalized guidance, treating you like family every step of the way. We educate you on each decision and create solutions that align with your full financial picture—today and in the future.

Citadel Wealth Management was created to meet a growing need—helping members plan for retirement and beyond. Evolving from the not-for-profit Citadel Credit Union and their commitment to putting people first, we offer financial guidance with no outside pressures—just genuine care, community focus, and a dedication to your goals.

To us, being a trusted partner means more than offering advice—it’s about listening first. We collaborate with you to understand your priorities, offering personalized strategies and clear guidance to help you make informed decisions at every stage of your financial journey.

Our professionals believe informed financial decisions lead to better outcomes. Our team provides clear, educational guidance to help you understand every aspect of your financial plan—empowering you to take and stay actively involved in shaping your financial future—every step of the way.

Investment Management

Personal Finance

Retirement

Citadel Wealth Management

This department manages client relationships and provides support to ensure customer satisfaction.

Client Services

This department focuses on providing financial advice and investment strategies to clients to help them manage and grow their wealth.

Citadel Wealth Management

Org chart

Teams

Client Services

Wealth Management

Offices

Citadel Wealth Management

Org chart

Teams

Client Services

Wealth Management

Offices

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