Laurie Haelen, AIF®
Senior Vice President - Wealth Solutions
[email protected]941.366.7222 x41970
Our rich history began in upstate New York back in 1919, when our affiliate, Canandaigua National Bank & Trust, was granted trust powers. What does this mean to our clients and community? As a Fiduciary, we are required to act on behalf of any person with the “highest standard of care,” trust, honesty, and loyalty. We have a legal obligation to act with our clients’ best interest in mind, and this comes naturally to us each and every day. This standard of excellence permeates our culture at CNC, where each employee is doing what is in the best interest of you, our clients.
Premier Wealth Services
As we celebrate this milestone, we are proud to be recognized as a premier wealth services provider. We deliver to you the full capabilities of our wealth solutions, accompanied by seamless access to the complete banking services available through Canandaigua National Bank & Trust. This allows us to create relationships that are measured in generations, not years.
Our approach is to leverage the resources of our on-staff professionals, providing you with a level of expertise across a variety of disciplines not commonly available within one organization. Our wealth team credentials reflect our commitment to continuing employee development and education. Professional designations and certifications include Attorney, Accountant, Certified Financial Planner®, Accredited Investment Fiduciary®, Chartered Special Needs Consultant™, Accredited Asset Management Specialist®, Certified Divorce Financial Analyst®,
and more. This enables us to deliver customized solutions to you through every phase of life.
Financial Planning
Financial Planning is at the core of everything we do, and our CERTIFIED FINANCIAL PLANNER™ professionals are certified by the CFP® board that upholds a standard of excellence for competent and ethical personal financial planning. CNB Wealth Management currently has 12 CERTIFIED FINANCIAL PLANNER™ professionals with additional employees currently enrolled in the rigorous course work. Our team will work with you to develop and implement a personalized plan that will enable you to meet your goals now and in the future.
Trust and Estate
Our trust and estate professionals have built strong connections with our legal community. Our team can lessen the burden of fulfilling the fiduciary responsibilities for your trust and estate plans, serving as trustee or executor on your behalf. Whether it’s for family, tax, or charitable planning, our goal is to provide you with peace of mind as you navigate through the often difficult process of ensuring your legacy plans are fulfilled.
Retirement Planning
For business owners and your employees, our Retirement Plan team has the knowledge to help you design a new plan to meet your needs or take over an existing plan. We strive to be a partner to our business owners, ensuring your employees are educated on the many benefits of contributing to a retirement plan.
Investment Philosophy
Our investment philosophy combines knowledge of the macro economic environment with a rigorous asset allocation and selection process. Our investment choices are driven by our Investment Committee, as opposed to any one advisor. This committee of experienced, credentialed people meets on a regular basis to oversee the asset allocation, individual assets (such as stocks, bonds, mutual funds, ETFS and third party managers), economic data, performance and investment policy for our clients and our firm. The team constructs and maintains
diversified portfolios built to help you meet your long-term goals.
As we reflect on the past 100 years of trust powers, we know that none of this would be possible without you, our loyal clients, and the communities we serve. We are proud to have been named Best Wealth Management by the RBJ and Daily Record readers as well as Best Wealth Management of the Finger Lakes by the readers of the Daily Messenger. It’s our pleasure to provide premier financial services to the communities we serve and our greatest accomplishment is seeing you succeed.
We are available to meet with you at one of our four office locations:
- 600 East Avenue, Suite 100, Rochester, NY 14607
- 1150 Pittsford-Victor Road, Pittsford, NY 14534
- 72 South Main Street, Canandaigua, NY 14424
- 1586 Main Street, Sarasota, FL 34236
Supplementing these locations is our 23 Bank Office network for additional meeting convenience.
Our team is available to answer your questions and we are always looking for new ways to help our clients meet their goals. Let us know if we can help you better understand the options available to you.
This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Trust Company of Florida, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.