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Citizens Private Wealth reviewed investment accounts

Town of Pittsfield
Document date
Apr 14, 2025

The 30-second brief

What it covers

Citizens Private Wealth reviewed investment accounts for the Sanderson Trust and Special Trust Funds with the Trustees.

Who holds it

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

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Contract details

Contract type
Investment Advisory
Document date
April 14, 2025
Term
NA
Vendor
Citizens Private Wealth
Agency
Town of Pittsfield
Source document
town-of-pittsfield-meeting-minutes-2025-04-14_6b8.pdf (Meeting Minutes)

Citizens Private Wealth's other public contracts

City of Lebanon, New HampshireCitizens Private Wealth Provides Ongoing Asset Management · Jun 20, 2026UndisclosedTown 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 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 investment advisory contract by Town of Pittsfield?

Citizens Private Wealth was awarded this investment advisory contract by Town of Pittsfield, as recorded on April 14, 2025.

What type of contract is this?

This is a Investment Advisory contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in town-of-pittsfield-meeting-minutes-2025-04-14_6b8.pdf (Meeting Minutes), dated April 14, 2025 from Town of Pittsfield. 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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Explore Town of Pittsfield's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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