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

• Insurance

 

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?

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 Group 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 Group 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.

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