Our History
Years of experience have prepared us to guide you through your life transitions.
You Come First, Every Step of the Way
At Citadel Wealth Management, believing in your financial future starts with a team that puts you first. Born from Citadel Credit Union’s commitment to its members, our Philadelphia-based fiduciary team offers personalized guidance, and holistic support—helping you live fully, retire confidently, and build a lasting legacy.
Helping You Live Your Best Life
Your financial journey is personal—and so is our approach. Whether you're just starting out or managing complex wealth, our personalized, goals-based strategies and big-picture planning are designed to meet your unique needs. Here, you’re more than just a number—we know your name, understand your vision, and prioritize your financial wellness at every turn.
See the Big Picture. Plan for Every Possibility.
With a team consisting of CFP® professionals, CPAs, and access to credit union services, we offer comprehensive strategies that go beyond traditional wealth management. Our approach connects financial planning, tax strategies, and personalized guidance to help you make the most of every possibility.
Individual & Family Services +
We offer personalized strategies designed to align your wealth with your lifestyle and long-term goals. From retirement planning to tax-efficient approaches, our guidance helps you navigate life’s transitions, manage your assets with clarity, and build a meaningful legacy.
Business Services +
Our goal is to support growth, continuity, and personal financial balance. We offer retirement plan consulting, strategic business planning, and assist in business valuation and succession planning to help you optimize operations, prepare for future transitions, and reach long-term goals.