FINANCIAL INDEPENDENCE
Investing 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.
The group was started in 1981 by Troy Norlander, a pioneer in creating liquid markets for Community Banks. Joining him in 1994, Michael Natzic expanded the group to create a more comprehensive approach for investors while maintaining its roots in the Community Bank space.
Today, the group offers one of the most comprehensive Wealth Planning practices serving the sector. Our specialty in Community Banks uniquely equips us to offer a broad scope to not only bank investors, executive and their shareholders but also to general or more traditional investors seeking a deep skillset in their advisor.
The group was started in 1981 by Troy Norlander, a pioneer in creating liquid markets for Community Banks. Joining him in 1994, Michael Natzic expanded the group to create a more comprehensive approach for investors while maintaining its roots in the Community Bank space.
Today, the group offers one of the most comprehensive Wealth Planning practices serving the sector. Our specialty in Community Banks uniquely equips us to offer a broad scope to not only bank investors, executive and their shareholders but also to general or more traditional investors seeking a deep skillset in their advisor.
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.