CNB Wealth Management helps families grow, preserve, and transfer wealth to ensure the next generation is financially strong. We help business owners protect the financial strength and viability of their businesses. We partner with community groups to effectively manage endowments, and partner with individual donors and family foundations to help ensure their legacies and good works live on.

Helping to grow and preserve your wealth isn’t the only goal CNB Wealth Management can help you achieve. We’ll also be ready when you’ve determined how to distribute your life-long savings. We understand that the goals of your trust and estate plan are unique, and often require you to make some difficult decisions. Our advisors will partner with you, facilitate your plan efficiently, and help make your decisions a little easier. Above all, we’ll responsibly distribute your wealth as you desire, free from conflict, leaving a legacy that lasts multiple generations.

CNB Wealth Management understand that your business needs to attract and retain talent, and our retirement solutions can help by empowering your employees to achieve their long-term financial goals for retirement. Our 401(k) and 403(b) plans can be designed to meet the unique needs of your workplace and provides personal education and advice to your Plan Sponsor and employees.

GVT and CNB Wealth Management were founded on the belief that not only should we give back, but we should help those organizations that help make our community a better place. Continuing in that tradition, we have developed a comprehensive approach to endowment management. Our unique solutions and knowledge of the ever-changing regulatory environment allow us to ease the unique challenges faced by not-for-profits.