What makes CNB Wealth Management different? Canandaigua National Bank & Trust was incorporated in 1887 and granted trust powers in 1919. CNB
Wealth Management offers a breadth of wealth solutions - including seamless access to complete financial
services and credentialed, non-commissioned professionals with experience across many disciplines.
It's all delivered with concierge-level service, backed by a Pledge of Accountability. Since 2009, we also offer that same commitment to individuals on the Florida Gulf Coast from Tampa to Naples through our affiliate Canandaigua National Trust Company of Florida, located in Sarasota.
Wealth Solutions:
- Investments - To navigate you through
varying economic situations.
- Financial Planning
- Creating plans that focus on specific goals you are trying to reach.
- Trust
Services - As Trustee, we can accept full fiduciary responsibility.
- Estate Services - As Executor, we can
fulfill all estate administration responsibility.
- Retirement
- Looking for a start-up plan, nearing retirement or are retired.
- Institutional - Endowment Management,
Family Foundations and 403(b) Plans.
- Private Banking - Serving the complete
financial needs of high-net-worth clients.
- Family
Wealth - Working together to achieve your family goals.
Pledge of Accountability.
Our Pledge of Accountability is our commitment to deliver the service and experience you
deserve from your financial advisor - with a money back guarantee.
Comprehensive. Holistic
Planning.
Our many decades of growth and success come as a direct result of our commitment to offering
our clients concierge-level service that builds long-lasting relationships.
Experienced. Credentialed.
Non-commissioned.
With an average tenure of over 20 years, our advisors care for you and your overall financial
well-being while providing a higher level of service in the marketplace.
1586 Main Street, Sarasota, FL 34236 |
(941) 366-7222.
Since 2009, our affiliate, Canandaigua National Trust Company of Florida, has been building upon our NY legacy by providing a suite of investment solutions, Florida Trust advantages, and our signature concierge level service.
Discover the CNB difference.
As the only local, full-service, community-owned financial institution in the Greater Rochester Area, CNB is investing in you, your business, and your community. Our CNB Wealth Management is here to service individuals, families, businesses, foundations, and not-for-profits. Their expertise includes investments, financial planning, trust & estate, retirement, institutional, private banking, family wealth and more. With a local presence and commitment to concierge-level service, they will deliver an experience that exceeds expectations.