Citadel Wealth Management’s Impact, Vision Honored by BISA

by: Mark Hostutler

Citadel Wealth Management has received the 2026 Impact & Vision Innovator Award from the Bank Insurance & Securities Association, recognizing its innovation and leadership in financial services. The award highlights the firm’s client-focused approach, comprehensive financial planning and modern wealth management platform. Part of Citadel Credit Union, the business has expanded through investments in technology, advisor support and a 2024 partnership with Cetera Financial Group. “This national recognition is a proud moment for Citadel and a meaningful validation of the work our wealth management team is doing every day to better serve clients,” said Bill Brown, president and CEO of Citadel Credit Union. “This award reflects the strength of our team, our vision for the future and our commitment to delivering an exceptional client experience.”

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