As Carlsbad's only locally owned, full service wealth management company we offer a variety of estate planning and financial services to meet both your personal and business needs.
The professionals in our Wealth Management Division will devote their efforts to the details of your financial affairs. We execute wealth management directives with care, confidentiality and objectivity. Our experienced staff is only a phone call away - we look forward to talking with you!
Investment products offered in CNB Bank wealth managment accounts are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank, and may go down in value. If you have any questions, please call the CNB Bank Wealth Management at (575) 234-2541.
Your privacy is very important to us. We would like to advise you that Internet email is not secure. Please do not submit any information that you consider confidential. We recommend you do not include your social security or account number or other specific identifying information.
You are leaving CNB Bank's website and linking to a third party site. Please be advised that you will then link to a website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of CNB Bank. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. CNB Bank assumes no liability for the content, information, security, policies or transactions provided by these other sites.