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Wealth Management



MEETING YOUR WEALTH MANAGEMENT NEEDS*


Community National Bank is pleased to offer convenient on-site access to meet your individual and business wealth management needs through our relationship with Community Wealth Management and their financial advisor, Chris Young, CRPC©.

Community Wealth Management is proud to be our community’s source for financial services. Our mission is to provide a consultative wealth management solution that goes beyond investment consulting to include the advanced planning needs of our clients.

We offer investment consulting strategies that help our clients protect their wealth while working toward their financial goals. Moreover, working with our team of experts, we provide advanced planning solutions that help our clients mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken, and maximize the impact of their charitable giving.

To ensure excellent service, we limit our practice to a select number of clients for whom we can have a tremendous impact.

  For those clients, here are a few of the services we offer:
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance
  • Asset Management
  • Trust Services
  • Employer Benefits Planning
As a full-service wealth management partner to Community National Bank, Community Wealth Management provides a broad range of investment products and services to individuals and business clients. Our record of success is grounded in our ability to build the strong foundation of trust that drives mutually-successful relationships.

Our advisors are genuinely concerned about your long-term financial security, and we encourage you to share with us your comprehensive financial information so that together we may develop a plan to help achieve your objectives.

Using a collaborative approach to help you manage your financial affairs, Community Wealth Management provides tailored, dynamic financial solutions over time that consider the needs of all family members. This holistic approach helps you navigate the financial waters in preparation for life and family events such as buying a house, or saving for college and retirement.

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI under the name Community Wealth Management are in no way affiliated with or offered by Community National Bank, nor is Community National Bank a registered broker/dealer. Customers working with Community Wealth Management will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested. IPI and Community National Bank are separate entities

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE

We invite you to visit with Chris Young at his office in Hondo for the first step in his process, your Discovery Meeting, at no cost to you. He will answer important questions on issues that can affect your long-term financial security.

 

Thank you for the referrals and allowing me to make a difference in people's lives!!!

Chris Young, CRPC®

Financial Advisor

1608 Avenue M

Hondo, TX 78861

Tel: 830-931-2098

Fax: 877-417-5582

www.communitywealthmgmt.com

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Hondo Banking Center
P.O. Box 130 ♦ 1502 Avenue M.
Hondo, TX 78861
(Main) 830-426-3066
(Metro) 830-741-3066
(Fax) 830-426-2265
Castroville Banking Center
P.O. Box 1609 ♦ 835 Hwy 90 East
Castroville, TX 78009
(Main) 830-538-3411
(Metro) 830-931-3411
(Fax) 830-538-3951
Lytle Banking Center
P.O. Box 458 ♦ 20102 IH-35 South
Lytle, TX 78052
(Main) 830-772-4445
(Metro) 830-709-3066
(Fax) 830-772-4444
La Coste Banking Center
P.O. Box 100 ♦ 15996 South Front St.
La Coste, TX 78039
(Main) 830-762-3311
(Metro) 830-985-3311
(Fax) 830-762-9180
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