Wealth Management

C&F Wealth Management works with customers to develop and implement strategies for growing, managing and protecting their wealth. Individualized financial planning services include personalized recommendations and implementation plans for investments, insurance, education savings, retirement planning and more. C&F Wealth Management’s trusted and experienced financial advisors deliver long-term support for a solid portfolio and secure future.

C&F Wealth Management Corporation is a wholly owned subsidiary of Citizens and Farmers Bank, providing investment services to customers since 1995.

C&F Wealth Management is a Registered Investment Advisor (RIA). Wealth management products are not a deposit, not FDIC insured, not insured by any federal government agency, and not guaranteed by the bank.

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Our Services

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Financial Planning

Whether you are beginning your financial journey and building your assets, or nearing retirement, our planning process is designed to guide you toward your goals.

Investment Management

At C&F Wealth Management, we customize your portfolio to reflect your individual investment objectives, risk tolerance, time horizon and personal goals.

Retirement Planning

Our team of professionals partners with you or your business to create a customized plan that provides a framework for retirement and allows you to approach retirement with confidence.

Education Planning

No matter whether your child is in preschool or high school, our skilled C&F Wealth Management advisors can develop a plan that assists you in funding future education expenses in a "tax efficient" and structured manner.

Insurance Planning

We offer insurance products that can assist you in reducing the risk a life-changing event can have on your portfolio or financial plan.

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