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You > Wealth Management

Private Banking

Private banking is focused on the complete financial needs of high-net-worth clients.  We provide strategic, custom credit solutions*, access to a complete range of banking products, and highly personalized service. Our Private Banker serves as your dedicated point of contact for all you comprehensive financial needs.  Private Banking goes beyond managing wealth, it's managing the process.

Private Banking:

  • Deposit and Lending Solutions
  • Cash Management Solutions
  • Business and Personal Insurance
  • Financial Planning - Business and Personal Investment Management, Trust and Estate, Planning, Retirement Planning, Wealth Transfer 

R_VanWinkle

Private Banker

Roberta VanWinkle
Vice President and Private Banker
[email protected]
585-419-7705

Private Banking

Highly Personalized Service

Private Banking is focused on your complete financial needs, while providing strategic advice, custom credit solutions, and access to a complete range of banking products.



Trust Powers

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.


Premium Solutions provides a unique set of services for managing multigenerational wealth or the extended needs associated with managing a family business or foundation. We work collaboratively with all parties, including external advisors and professional services, to ensure that we all are working toward a common goal. These efforts are further supported by our Private Banking services, which provide seamless access to our comprehensive lending and deposit solutions.

Premium Solutions:

  • Family Wealth – Working together with your financial partners to achieve your family goals.
  • Private Banking - Serving the complete financial needs of high-net-worth clients.
R_VanWinkle

Private Banker

Roberta VanWinkle
Vice President and Private Banker
[email protected]
585-419-7705

Highly Personalized Service

Highly Personalized Service

Private Banking is focused on your complete financial needs, while providing strategic advice, custom credit solutions, and access to a complete range of banking products.


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.

Trust PowersTop-Winner-Logo


*Subject to credit approval.

This material is provided for general information purposes only. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.