Expert Business Consulting Services
At Citrine Wealth, we offer a comprehensive suite of financial services tailored to your goals. From wealth management and retirement planning to investment advisory and tax-efficient strategies, our solutions are designed to help you grow, preserve, and protect your assets. Our team brings deep market insight, a client-first approach, and unwavering integrity to every financial decision. Whether you’re an individual, family, or entrepreneur, we deliver customized strategies to guide you through every stage of your financial journey. Your wealth, your legacy — managed with clarity and confidence.
Our services are built on a foundation of trust, transparency, and long-term vision. At Citrine Wealth, we don’t believe in one-size-fits-all — we create personalized financial blueprints that align with your unique life goals. From comprehensive financial planning and risk management to portfolio optimization and business advisory, we equip you with the tools and insights to make informed decisions. With our proactive approach and ongoing support, we ensure your financial plan evolves with you — so you stay ahead, no matter what the future holds.
Wealth & Investment Management
We offer personalized portfolio strategies tailored to your financial goals and risk profile, coupled with goal-based investment planning that aligns with key life milestones. Our tax-efficient wealth solutions ensure your investments grow smartly while optimizing tax savings.
Portfolio Management & Review
We provide comprehensive portfolio management and review, including periodic performance evaluations, rebalancing and optimization strategies, custom benchmark tracking, and in-depth risk-return analysis using metrics like the Sharpe ratio to ensure your investments stay aligned with your financial goals.
Startup Growth Advisory
Our Startup Growth Advisory offers end-to-end support—from capital structuring and fundraising strategy to pitch deck preparation and investor communication. We help define your financial roadmap and key growth KPIs, while ensuring robust business model validation and financial due diligence for sustainable scaling.
Financial Modeling & Valuation
We specialize in financial modeling and valuation, delivering dynamic 3-statement models and tailored startup valuation using DCF, VC method, and comparables. Our services include scenario planning, sensitivity analysis, and comprehensive budgeting, forecasting, and burn rate evaluation to support informed decision-making.
Smallcase Creation for Businesses & Creators
We design thematic stock portfolios aligned with your brand identity, offering smallcase packages with backtested performance and insights. Our co-branded investment products empower influencers and platforms to engage audiences through personalized, credible investment offerings.
Consultant to Wealth Managers & Investment Firms
We support wealth managers and investment firms with outsourced investment research, ready-to-use model portfolios, and white-label asset allocation frameworks. Our services also include holistic portfolio diagnostics and quantitative tools to enhance advisor effectiveness and client outcomes.
We provide actionable insights that stem from our extensive in-market experience in the world’s major industries.
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