CNB WEALTH MANAGEMENT
Advising our clients starts with knowing our clients. Our formula for success is a commitment to gain a deep understanding of each investor’s situation, then create a highly personalized experience.
Our first priority is understanding our clients — their lives, families and unique situations. The more we know our clients, the better we can create a highly personalized investment service in line with each investor’s individual choices, timeline needs, risk tolerance and overall financial goals.
Community Wealth Group serves investors through a managed money approach, and all services are provided with a single fee. Thus, clients can be assured that all decisions are based on a relationship of trust. The measure of our success is the success of our investors.
Additionally, we offer investment consulting strategies that help our clients protect their wealth while they work toward reaching their financial goals. Our team of knowledgeable experts provides advanced planning solutions that also help our clients mitigate the impact of taxes, provide for their heirs, protect their assets and maximize charitable giving opportunities.
TO ENSURE AN OPTIMAL LEVEL OF SERVICE AND IMPACT,
WE FOCUS ON A SELECT NUMBER OF CLIENTS & SERVICES:
• Financial Planning
• Retirement Planning
• Employer Benefits Planning
• Estate Planning
• Asset Management
• Education Planning
• Trust Services
Select an option below to learn more about our unique process,
or call us today at (830) 931-2098.
HOW CAN SAVINGS AND INVESTMENT IMPACT YOUR FUTURE?
© copyright Community National Bank 2017