Resources for Wealth Management


You have worked hard to attain your wealth. We work just as hard to protect it and help it grow. When you work with Community Wealth Advisors, you get more than investment vehicles. You get our wisdom and undivided attention. Our advisors know that to understand your financial goals, we have to get to know you. And that’s just what we do.


Market Commentary

Monthly Newsletter

October 2015 - Six Common 401(k) Plan Misconceptions.  2015 Year-End Tax Planning Basics.  Frequently Asked Questions on Opening a 529 Plan Account.  My employer now offers wellness benefits as part of its employee benefits package. But what are they?

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Market Month - August 2015


Despite favorable economic news later in the month, the U.S. stock market was unable to recover all of its losses and closed in negative territory compared to July. Key factors in the downturn include... 

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Watching Yield Curve

The yield curve is often used as a leading indicator of the economic situation.

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Market Watch

Daily Real-time Market Updates

Client Alert

Special Economy Report


China's Market Turmoil - What Does It Mean for Investors?

Client Alert

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Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit or Guaranteed by the Bank or any Bank Affiliate
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Community Wealth Advisors is a trade name of the bank. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed by insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.