Wealth management for accountants & accounting firms

Citi Global Wealth at Work’s Professional Services Group offers tailored wealth management strategies for high-performing accountants and their firms. We offer a comprehensive suite of financial products and services that seek to help you meet your long-term financial goals and free up valuable time – so you can better serve your clients. 

Serving high-performing accountants and their firms.

A holistic, high-touch wealth management service for leading accountants and accounting firms.

We offer a flexible and responsive wealth management platform built for high-performing accountants and their firms.

Drawing on decades of experience to address the unique wealth management challenges of busy professionals like yourself, our expert team delivers tailored 24/7 service.

We understand that to succeed in your career, you need to dedicate much of your time to serving your clients’ financial needs – leaving you with little free time to take care of your own. That is why we offer a holistic, comprehensive wealth management service, giving you back the time to focus on what matters.

With over 50 years working with leading professionals and businesses, we understand the value of delivering high-touch, personalized strategies shaped by your unique requirements. Whether you’re looking for day-to-day personal banking support or bigger-picture financial planning and investment strategies, Citi Global Wealth at Work has a dedicated team to serve you along your wealth journey. 

Onjada Haggard-Richardson

Global Head of Professional Services Group

Meet our wealth expert

Onjada is the Global Head of the Professional Services Group (PSG) and the Global Market Manager for the Central Region of Citi Global Wealth at Work's Law Firm Group.

In her role as Global Head of PSG, she and a team of dedicated sales support professionals provide wealth management guidance to senior professionals at leading consulting, accounting, executive recruiting and other professional services firms. 

In Onjada's role as Global Market Manager for the Central Region of Citi Global Wealth at Work's Law Firm Group, she oversees the Law Firm Group business in Illinois, Ohio, Michigan, Missouri, Indiana, Wisconsin, Minnesota and Texas. 

Prior to her current role, Onjada was the Team Lead for the Chicago markets of the Law Firm Group responsible for providing guidance and tailored financial strategies to law firms and individual attorneys. 

Onjada holds a bachelor's degree in economics from Spelman College, and an MBA in finance from The Wharton School of Business. 

As a high-performing accountant, we understand that you have complex financial objectives that require specialized support. Whether you’re considering a mortgage, want to diversify your portfolio, or planning for retirement, it isn’t always easy to find the time to focus on your own wealth management. Balancing a demanding accounting career with long-term financial planning can be a challenge.

At Citi Global Wealth at Work’s Professional Services Group, we place a strong focus on enhancing your financial wellness – working closely with you to help improve your financial wellbeing and creating a strong foundation for long-term professional and financial success.

Our many clients from across the accounting sector benefit from our flexible suite of products and services, including investment management, personal banking, trust and estate planning, mortgages, lending, and beyond. We serve you, so you can serve your clients. 

With our experience serving top accounting firms, we understand the challenges of your industry. Our team assesses your firm’s needs and goals and proposes effective strategies for empowering your people to do their best work.

A growing company needs to ensure their professionals are happy and motivated, which is why our comprehensive wealth management strategies are custom built to support your valued employees throughout their wealth-building journeys, supporting your goal of attracting and retaining top talent.

When firms focus on their employees’ financial wellness, they can boost productivity, improve employee retention, and position themselves as an employer of choice. Our team is here to support your employees, freeing up their time to focus on your firms’ clients. 

Designed for you and your career

Citi Global Wealth at Work offers a range of products and services to help you achieve your financial goals. 

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

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Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support their financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

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