image description

Wealth Management
that’s tailored to your life.

Wealth Management Services

We provide the full spectrum of services to meet all your wealth management needs. But you’ll also appreciate two key differentiators that set us apart. You get your own specialized team. And, they leverage an exclusive approach that revolves around the three stages of the Wealth Cycle—Grow, Preserve, Transition.

our unique approach

connect nearby or online

Click to Share Your Location

We'll find a branch near you. You can also visit the locations page or contact us.

Enter a zip code to find the
nearest branch
submit
image description
image description
CB Financial Services

Plan for the present and the future.

image description
Private Banking

Take control together.


image description
Trust Services

Trust is the key word.


The Wealth Cycle

Growing, preserving and transitioning wealth requires personalized planning and a trusted partnership. The Wealth Cycle is our unique approach to meeting your goals.

the wealth cycle
Wealth Management Solutions:  • Private Banking  • Professional Banking  • CB Financial Services1  • Trust and Investment Services2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.