TO YOUR SUCCESS
STRENGTH & STABILITY
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 Hilltop Securities Inc., 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.
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
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.