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Citizens Investment Services
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No matter how you measure wealth, we'll help you manage it

No matter where you are in your life, no matter how much you've already saved, we offer the know-how and the tools you need to secure your future.
Guided Wealth Portfolios from Citizens Investment Services give you the expertise of a local financial advisor paired with the convenience of an online account to track and manage your investments. The result is a cost-effective way to invest in your future and get the guidance you need to develop a plan to navigate the market.

Get a Personalized Plan

Call us Now: 262-363-6571 or
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Young couple reviewing documents with advisorTake control of your finances with a Guided Wealth Portfolio and you'll get:
  • A personal portal allowing for easy portfolio management and 24/7 access
  • No obligation financial reviews
  • The ease of automated investing with the personal service and experience of a personal advisor
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor.
Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.