Canandaigua National Bank & Trust announced that Genesee Valley Trust and CNB Wealth Strategies group joined together as CNB Wealth Management.
Canandaigua National Bank & Trust announced that Genesee Valley Trust and CNB Wealth Strategies group have joined together as CNB Wealth Management.
Effective March 1, CNB Wealth Management “offers an expanded team of local, on-staff professionals able to provide a level of service and expertise, across a variety of disciplines, not commonly available within one local organization,” according to CNB.
In 2008, Genesee Valley Trust Company joined the Canandaigua National as a wholly-owned subsidiary. “Both CNB and GVT shared similar backgrounds, as they were each started by families for families,” stated CNB. “During that time, they successfully collaborated and leveraged the relationship to bring the strengths of what each had to offer together for the benefits of its clients.”
“Managing nearly three billion dollars in assets, CNB Wealth management serves individuals, families, businesses, foundations and not for profits, family foundations and offers a breadth of wealth solutions including Investments, Financial Planning, Trust & Estate, Retirement, Institutional, Private Banking, and Family Wealth.
CNB Wealth Management, clients will also have seamless access to the comprehensive financial services available through Canandaigua National Bank & Trust.
“As one team, we’re “Better Together”—providing a holistic client experience, with access to a team of experts across financial planning, investments, and trusts and estates and comprehensive financial services,” stated Sam Guerrieri, executive vice president for Wealth Management. This helps us deliver client-centric solutions, across the full wealth life cycle, to the diverse clients we serve each day.”
CNB Wealth Management staff three local offices, including a newly-opened wealth management office at 600 East Avenue, Rochester; 1150 Pittsford-Victor Road, Pittsford (Basin Park); and 72 South Main Street in Canandaigua. CNB also operates a Sarasota, Florida, based wealth office, Canandaigua National Trust Company – Florida.