You > Wealth Management

Wealth Management


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.


Our expertise is in numbers, but our word is what's more important.

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.*


Relationships measured in generations, not years.

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.


Local, experienced advisors you can trust.

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.


Canandaigua National Trust Company - Florida

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.

*Pledge only applies to advised accounts and does not apply to self-directed accounts. To see the full version of our CNB Pledge of Accountability and the details of our Fee Refund Guarantee, visit

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.

Canandaigua National Corporation is the parent company of Canandaigua National Bank & Trust and Canandaigua National Trust Company of Florida.