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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.

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.

Learn More  

R Green

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.  

Comprehensive Planning Services  

R Green  

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.

Meet the Team

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. With local decision making and loan processing, your experience will be swift & simple. We offer competitive interest rates for home equity loans, auto loans, debt consolidation, home improvement loans, and more.

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.