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Community Bank & Wealth Management Group

42605 Moonridge Rd
Big Bear Lake, CA 92315
Phone:
  • (909) 584-4500
Fax:
  • (909) 585-7220

    Big Bear Toll Free: (800) 288-2811
    Dublin Toll Free: (800) 394-9230

    Mailing Address: P.O. Box 1688
  • Big Bear Lake CA 92315

    CA License #0763476

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Banking is in our blood...

As an investor, we know you have unique wealth management needs. The Community Bank & Wealth Management Group (CBWM) was created with these needs in mind. Founded in 1981 with our root in Community Banks, the CBWM has had three generations of wealth management experience.  In the simplest of terms, we understand your needs.  Beyond that, we give bank executives and investors the peace of mind that they have a reputable partner to help simplify their complex investment picture, comprehensively. It is our deep understanding of your entire financial view that makes CBWM, and our extended family at D.A. Davidson, uniquely qualified to help you achieve your goals. Since 1981, CBWM has specialized in professional and cohesive wealth planning solutions for bank executives and investors. Quite simply, let our family help take care of yours.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck