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Wealth Management
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Cumberland Valley National Bank's Wealth Management & Trust Group provides financial services to individuals and businesses. The Wealth Management & Trust Group believes in building relationships with our clients and providing a personalized full service approach to our clients needs.

The Wealth Management and Trust Group has a staff of experienced individuals comprised of attorneys, and holders of designations such as the Certified Trust and Financial Advisor and the Certified Securities Operations Professional. Our professionals offer our clients a full array of investment products and services to help accomplish your financial objectives.

Services offered by the Wealth Management and Trust Group include:

Estate and Financial Planning
The qualified professionals in the Wealth Management and Trust Group are available to help our clients meet their financial goals. We work with our clients to achieve an appropriate asset allocation for individual needs. In providing this service, we offer:

  • mutual funds
  • stocks
  • bonds (corporate and tax free)
  • US Treasury Securities
  • US Agency Securities
  • and many other investment options

In addition to financial planning, we can also help you protect your family in the event of your unexpected incapacity or death, ensure the management of your assets for your heirs according to your wishes, and help to plan for the reduction of estate taxes.

While we do not take the place of your attorney or accountant, we can act as a trusted advisor acting to serve the needs of your needs and your family.

Estate Settlement Services
Rather than having a family member face the overwhelming task of settling the estate of a loved one, many of our clients choose to appoint CVNB's Wealth Management and Trust Group as their personal Representative to settle their estate.

Retirement Planning
CVNB's expertise and commitment to personal service enables our customers to achieve their retirement goals. CVNB offers many options for retirement planning and our qualified professional will work with you to choose the right account for you or your business. The Wealth Management and Trust Group offers:

  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • 401(k)s

College Planning
CVNB's Wealth Management Group works with its clients to help plan for the cost of a college education. To plan for college, we offer:

  • Coverdell Education Savings Accounts
  • 529 Plan

Trustee Services
CVNB's Wealth Management and Trust Group can help provide for the continuous professional management of your assets through its Trustee Services. During your life or after your death, CVNB can ensure your wishes are carried out and your assets managed in the appropriate manner to meet your goals for your heirs.

Trusts can be used to transfer wealth to family members or charities in a way that meets your goals and is tax efficient. You may want to establish a trust to protect yourself if you become incapacitated and are unable to manage your finances. Additional CVNB, as trustee, can aid with income collection, record keeping, and bill payment.

While we do not take the place of your attorney or accountant, we can act as a trusted advisor acting to serve the needs of your needs and your family.

Contact Us
For more information about any of CVNB's Wealth Management and Trust Services please contact Whitney Sisson at (606)878-7010 or Email Me.

Investments are not covered by deposit insurance, are not a deposit or other obligation of, or guaranteed by, Cumberland Valley National Bank and Trust Company, and are subject to investment risks, including loss of the principal amount invested.

 

 
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