As advisors, we work closely with your Investment Committee to develop an effective
investment strategy that incorporates your organization’s unique circumstances and
mission. Mindful of your needs for cash flow and growth, CNB Wealth Management creates
an optimized asset allocation that’s consistent with your Investment Policy Statement.
Not-For-Profit Services:
- Endowment Management - Working with you as a supportive partner to make sure
all your needs are met for capital, fundraising, cash flow and future
growth.
- Family Foundations - Working in partnership, we help to ensure family
legacies and good works live on.
- 403(b) Plans - We analyze the needs and objectives for you and your
employees and determine investment solutions that meet your
needs.
Sub-Accounting Investment Model
Required to meet NYPMIFA's standards? If so, we have created a unique,
automated solution that will help simplify reporting.
Regular Reviews
We will meet with you regularly to review your strategy, making adjustments
based on changes in your life.
Holistic Wealth Management and
Advice
For everything from investments, to retirement and estate planning.
Disciplined and Personalized
Investment and financial planning solutions available depending on your
situation.
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.