Secure Your Future with CSB’s Wealth Management Services

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Financial planning • Retirement planning • Investing • Estate planning • Trust and estate services

Wealth management isn’t just about investing — it’s about creating a strategy to help you achieve financial security and peace of mind. At Community State Bank, we offer comprehensive wealth management services designed to help you grow, protect, and transfer your wealth with confidence.

Discover What We Do

Financial and Retirement Planning:
Your Roadmap to a Confident Future

Simply saving money isn’t enough to achieve your financial goals. You need a tailored plan. At CSB, we take a deep dive into your unique financial situation to build a personalized strategy that helps you save, spend, and give efficiently. Our approach focuses on:

Mitigating taxes and reducing costs

Avoiding
common
financial pitfalls

Aligning your investments with your long-term goals

Providing ongoing, trusted advice for you and your family

Let’s build a plan that prioritizes your needs and sets you on a path toward financial security.

Meet the CSB Investment and Trust Team

Cathy Adams, CTFA
SVP, Wealth Management

Ryan Meeks, CFA^®, CAIA
VP, Portfolio Manager

We specialize in helping:

Working professionals plan for retirement.

Retirees preserve their wealth for a lifetime and beyond.

Organizations with long-term investing needs.

Take the First Step

Reaching your wealth goals takes a solid approach backed by a steady follow through, so let’s start planning your financial future today. Contact the Wealth Management team at CSB to learn more about how we can help you achieve your wealth management goals.

Schedule a Consultation

Investments are not insured by the FDIC, not a deposit, and may lose value.