CSB Wealth Management

Your financial future and peace of mind isn’t something to just dream about - it’s something you can bring to life. Whether you're preparing for retirement, growing your wealth, or securing your legacy, our team of dedicated and experienced professionals is here to help you plan, implement, and achieve your vision for the future. Explore the comprehensive services that make our Wealth Management team the right choice for you.

Wealth management isn’t just about investing well. Mitigating taxes, reducing costs, and avoiding common mistakes are crucial to achieving financial goals. We take a deep dive with our clients to fully understand your goals and needs. This includes identifying opportunities for you to save, spend, and give more efficiently. By creating a customized financial plan, we prioritize your needs and tailor our services to help you grow, manage, and protect your wealth. Our commitment goes beyond financial planning – we build long-term relationships with you and your family to provide trusted advice and ongoing support for years to come.

Just as no two clients are the same, their investment portfolios should not be either. We design an investment strategy based on your unique goals and objectives, not ours. With all clients, we strive to create well-diversified, low-cost, tax-efficient portfolios that provide peace of mind.

We will work closely with you, as well as your legal or tax advisors, to understand your estate planning goals and help you achieve them. Our team ensures that asset ownership, titling, and beneficiary designations align with your unique circumstances, giving you peace of mind for the future. We also offer the option of Community State Bank serving as your Trustee or Executor, ensuring that your wishes are carried out with care and professionalism.

In naming Community State Bank as your trustee or executor, you can sleep easy knowing your beneficiaries will be well cared for. Our team specializes in managing many types of trusts as well as estates. We work closely with you, your beneficiaries, and your tax and legal advisors to ensure that the terms of your will or trust are carried out as intended. 

Meet Our Team

We provide integrated services that combine financial planning, investing, and trust administration into a seamless experience, allowing you to feel confident in your wealth management strategy. Plus, our simple and transparent fee schedule ensures you always know what to expect, with no hidden costs.

We specialize in helping:

  • Working professionals thinking about retirement, looking for a trusted partner to help them plan and build toward a comfortable future.
  • Retirees focused on preserving their wealth and ensuring their financial security for a lifetime and beyond.
  • Organizations with long-term investing goals, requiring expert guidance to navigate complex financial landscapes.

Take the first step and contact Cathy Adams to learn more.

Cathy Adams
Cathy Adams, CTFA
SVP, Wealth Management
Ryan Meeks
Ryan Meeks, CFA®, CAIA
VP, Portfolio Manager

Investment products offered through Community State Bank’s Wealth Management & Trust Services Department. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not a Deposit. Not Insured by any Federal Government Agency.