CBC WEALTH MANAGEMENT GROUP

CBC Wealth Management Group is a team of experienced financial advisors who believe one of the primary attributes to effective financial guidance is an efficient wealth management team. We believe in cultivating a diversity of knowledge and skills in collaboration with your key legal, tax, and estate advisors to create strategies designed to mitigate the forces that erode wealth... We offer a full range of products and services, from helping you select individual investments to developing a retirement planning strategy. With access to Stifel's high-caliber resources - including research analysts and economic and market strategists - we are prepared to help you make informed investment recommendations based on your needs and risk tolerance... We offer a complete range of financial services for the high net worth investor located in and around New York, NY. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling..