CNB Bank’s Wealth Management Division is the oldest trust company in Carlsbad.

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.

Our Expertise Covers:

  • Asset Management
  • Personal Trusts
  • Investment Accounts
  • Life Insurance Trusts
  • Estate Settlement/Personal Representative Services
  • Bill Pay Accounts
  • Real Estate
  • Minerals, Oil & Gas
  • Court Appointed Conservatorships

Portfolio Review


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!

Disclosure Notice

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) 234-2546.

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