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About Us

Your Dreams Deserve More Than Just a Plan

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.

Built on Strong Traditional Credit Union Values

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.

A Partner for Your Financial Journey

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.

Knowledge to Guide Life’s Big Decisions

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.

The Core Values That Drive Us

Empower With Education

Our team educates you on the wealth strategies we use and the reasons behind them. We ensure you fully understand the path ahead and feel confident in your decisions.

Work in Structured Teams

We deliver on a holistic picture. Our comprehensive service model is designed to maximize your financial potential by leveraging all the professional resources we have available.

Think Beyond Retirement

We look at your full wealth picture—your lifestyle, retirement, and legacy. We guide every stage of your journey and create plans that help you live comfortably now and in the future.

Create Tax-Efficient Plans

Our goal is to help you keep more of what you earn—and make it last. We create personalized plans that ensure your retirement income is sustainable and tax-efficient.

The Team Dedicated to Your Financial Journey

The credentialed professionals at Citadel Wealth Management combine personalized financial guidance with access to strategic partners that provide extensive and expertise research. This partnership empowers us to offer tailored solutions while maintaining the independence to prioritize your unique financial goals.

Meet the Team

All-in-One Solutions with Citadel Credit Union

Citadel Credit Union provides a comprehensive range of services, from banking to lending, designed to support your entire financial picture. By combining these services with Citadel Wealth Management, we offer truly holistic solutions that address every aspect of your financial life, to help ensure your goals are aligned across all areas.

Who We Serve

We offer solutions that support your goals—whether you’re building wealth, retiring, or growing your business.

View Our Clients

Our Approach

We create customized financial strategies that align with your values, goals, and long-term financial vision.

See How We Work

Our Services

Comprehensive financial solutions designed to support your goals, from retirement planning to business growth.

Explore Our Solutions