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Introducing CNB Wealth Management

S Guerrieri
Sam Guerrieri
Executive Vice President, Wealth Brands
[email protected]
(585) 419-0670 x50608

March 1, 2018 was an exciting day, as CNB Wealth Strategies and Genesee Valley Trust joined together as CNB Wealth Management. We are pleased to be a premier wealth services provider in the region, bringing together our full capabilities with the breadth of our wealth solutions, accompanied by seamless access to the complete financial services available through Canandaigua National Bank & Trust. 

As you may know, Genesee Valley Trust Company joined the Canandaigua National “family” in 2008 as a wholly-owned subsidiary. Both CNB and GVT shared similar backgrounds, as each were started by families for families. During that time, we successfully collaborated and leveraged the relationship to bring the strengths of our offerings together for the benefit of our clients. 

Now, as one team, we’re “Better Together”—providing a holistic client experience, with access to a team of experts across Investments, Financial Planning, Trust & Estate, Retirement, Institutional, Private Banking, and Family Wealth. We will leverage the resources of our on-staff professionals to provide our clients with a level of expertise, across a variety of disciplines, not commonly available within one organization. These professional designations and certifications include Attorney, CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, Chartered Financial Analyst®, Chartered Special Needs Consultant®, Accredited Asset Management Specialist®, Certified Divorce Financial Analyst®, and more. This helps us deliver client-centric solutions, across the full wealth life cycle, to the diverse clients we serve each day. 

You’ll continue to enjoy concierge-level service, backed by a Pledge of Accountability* that includes a money-back guarantee. No matter the size of your relationship, you will always receive our full attention—and the confidence that we’ll be here to help you achieve your goals. 

A Wealth of Knowledge 

You may have noticed that our newsletter has a new name and look. Wealth of Knowledge will continue to be provided quarterly. In our newsletter, we share information on relevant topics to the wide range of clients that we serve. We will also include updates on our offerings, staff introductions, upcoming events and more. 

With an expanded local presence, we look forward to meeting with you at one of our three office locations:

  • 600 East Avenue, Suite 100, Rochester, NY 14607
  • 1150 Pittsford-Victor Road, Pittsford, NY 14534 
  • 72 South Main Street, Canandaigua, NY 14424 

Supplementing these locations is our 24 Bank Office network for additional meeting convenience. Additionally, if you travel to, or hold a primary or secondary residence in Florida, we also offer a Canandaigua National Trust Company office in Sarasota. 

This is an exciting time and we are happy that you are a part of it. We will work tirelessly to deliver an experience that exceeds your expectations. As always, please reach out to us with any questions.

*The CNB Pledge of Accountability 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, click here.