Individuals & Families

Before we begin constructing any portfolio, we invest our time in you. That way, we can create an investment solution that is as distinctive as you and your needs.

Our approach delivers personalized service and a proprietary process that set standards rather than follow them—so you can accumulate and preserve your wealth for future generations.

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Personalized Service
As a quarterback for your investment needs, we use a consultative approach to:

  • identify an optimal asset allocation to create the best solution for your investment goals.
  • use our meticulously designed selection and review process to carefully identify investment options and assemble them in a portfolio created to achieve your goals and objectives
  • revisit your investment strategy at regularly scheduled intervals to help you adapt to market changes and life changes

Select Manager Approach
We take the “manager of managers” model to a higher level with our rigorous, proprietary selection process. We identify the top managers in each asset class and build diversified portfolios customized to your objectives.

The result? A solid investment strategy that is uniquely yours.

Genesee Valley Trust, a fully owned subsidiary of Canandaigua National Corporation, merged into The Canandaigua National Bank and Trust Company. Together, Genesee Valley Trust and CNB Wealth Management have combined their resources to meet the needs of the clients and communities we serve.