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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. 
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. 
 


 Pledge
     
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

OurPlanning      
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

OurPeople
     
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. 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. 
 

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.
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.
 


OurPledge
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


OurPlanning
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


OurPeople
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. We offer a wide range of products and services, including a single resource for all of your financial needs with CNB Wealth Management. Our expertise includes investments, financial planning, trust & estate, retirement, institutional, private banking, family wealth and more.
 

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. 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.