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Citizens Private Wealth Provides Ongoing Asset Management

City of Lebanon logoCity of Lebanon
Document date
Jun 20, 2026

The 30-second brief

What it covers

The City of Lebanon Trustees of the Trust Funds received a performance report from Citizens Private Wealth and engaged in discussion regarding their investment portfolio. Citizens Private Wealth continues to provide ongoing wealth advisory and portfolio management services for the City.

Who holds it

Citizens Private Wealth holds this financial services contract with City of Lebanon. Its other public contracts on record include work for Town of Hollis and Town of Pittsfield.

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Contract details

Contract type
Financial Services
Document date
June 20, 2026
Vendor
Citizens Private Wealth
Agency
City of Lebanon
Source document
City of Lebanon Trustees of the Trust Funds Agenda Packet 2026-06-23 (AgendaPacket)

Citizens Private Wealth's other public contracts

Town of Hollis, New HampshireCitizens Private Wealth accounts allocation reviewed · Sep 23, 2025UndisclosedCity of Lebanon, New HampshireCitizens Private Wealth Reviews City Trust Fund Accounts · Apr 23, 2025UndisclosedTown of Pittsfield, New HampshireCitizens Private Wealth reviewed investment accounts · Apr 14, 2025UndisclosedTown of Hollis, New HampshireCitizens Private Wealth accounts performance reviewed · Jan 21, 2025UndisclosedTown of Hollis, New HampshireCitizens Private Wealth's asset allocation reviewed. · Jan 21, 2025UndisclosedAll Citizens Private Wealth contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Lebanon?

Citizens Private Wealth was awarded this financial services contract by City of Lebanon, as recorded on June 20, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in City of Lebanon Trustees of the Trust Funds Agenda Packet 2026-06-23 (AgendaPacket), dated June 20, 2026 from City of Lebanon. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Citizens Private Wealth hold?

Citizens Private Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is City of Lebanon currently buying?

Explore City of Lebanon's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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