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Plan. Retire. Relax.

We are Citrus Wealth Management.
 

We help our clients plan for, and transition to retirement, so they can focus on what matters.

2024 6th Annual Charity Golf Tournament benefitted the Tunnel to Towers Foundation and raised over $120,000 for their cause

Click here for photos

Financial Advisors Are Hardly Scarce.

Finding the Right Wealth Manager Matters.

 The advisors at Citrus Wealth maintain an active relationship with their clients; they are a resource for a broad range of financial-planning questions regarding 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. 

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Citrus Wealth Management

1461 Ford Street, Suite 103
Redlands, California 92373
Tel: 909.312.4412
info@citruswm.com
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© 2026 Citrus Wealth Management         

1461 Ford Street, Suite 103
Redlands, CA 92373
(909) 312-4412        

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Ascentis Disclosures, Peak Brokerage Link Disclosures, Privacy.    BrokerCheck.

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​Securities offered through Peak Brokerage Services, member FINRA/SIPC.  Investment advice offered through Citrus Wealth Management as a DBA of Ascentis Independent Advisors. AIA is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Communication from an adviser may provide insight for determination of Advisor retention. Peak and Citrus Wealth Management/AIA are not affiliates.

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Citrus Wealth Management may provide services only in states in which it is registered and/or exempt. 

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Tax / Legal: Citrus Wealth Management and its financial professionals do not provide tax or legal advice. Information regarding tax or legal considerations is provided for general informational and financial-planning purposes only. Clients should consult with a qualified tax professional or attorney regarding their individual circumstances.

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Investment Risk: Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in all market environments. Past performance does not guarantee future results.

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Financial Planning: Financial planning and investment strategies are based on each client's individual circumstances, objectives, risk tolerance, time horizon and other relevant factors. Financial planning does not guarantee that a client's financial goals or objectives will be achieved.

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Estate-Planning: Estate-planning information provided on this website is for general informational purposes only and is not intended as legal or tax advice. Citrus Wealth Management and its financial professionals do not prepare legal documents or determine whether an estate-planning document is legally valid or enforceable. Clients should consult with a qualified attorney and tax professional regarding their individual estate-planning needs.

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Third-Party Links: Links to third-party websites are provided for convenience and informational purposes only. Citrus Wealth Management, Peak Brokerage LLC, and Ascentis Independent Advisors do not control and are not responsible for the content, accuracy, or security of unaffiliated third-party websites. The inclusion of a link does not necessarily constitute an endorsement.

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