Citrine Capital is a fee-only wealth management firm dedicated to helping business owners, entrepreneurs, and tech professionals build and protect their wealth. With offices in San Francisco and Washington D.C., the firm works virtually with clients worldwide. Their approach is holistic, covering a wide range of financial areas including investments, taxes, insurance, estate planning, and goal setting. Clients appreciate that Citrine Capital offers comprehensive advice, often straddling multiple domains, which saves time and reduces the need for multiple resources. The team at Citrine Capital is known for their professionalism, reliability, and deep knowledge. They focus on understanding each client's unique goals and values, ensuring that financial plans are tailored to what matters most in life. Clients value their honest opinions and willingness to listen, which helps create balanced and actionable plans. The firm’s approach not only maximizes financial returns but also aligns with personal priorities, leading to increased confidence and peace of mind. Many clients have worked with Citrine Capital for several years, noting that the firm’s guidance has been instrumental in achieving financial independence, protecting loved ones, and planning for major life milestones. The team’s responsible, client-centric approach fosters trust and long-term relationships. Overall, Citrine Capital is seen as an elite firm that offers high-quality, holistic financial planning designed to support clients’ overall well-being and future security.
Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!
March 2023
Citrine has advised us for a couple of years now and I really appreciate their holistic approach. From covering insurance, investments, taxes to giving clear guidance on financial goals.
