Resources for Wealth Management


You’ve 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

July 2015 - What's New in the Housing Market for 2015? 5 Steps to Tame Financial Stress. Prepaid Funeral Arrangements Can Have Grave Consequences. What is the Roth 401(k) Five-Year Rule? What is the Roth IRA Five-Year Rule?  Download Newsletter >

Easy Money Winds Down

Here's a brief look at how Fed policy and emerging-market currencies have combined to wreak havoc on global markets recently.

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Watching Yield Curve

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

See full report >

Market Watch

Daily Real-time Market Updates

Client Alert

Special Economy Report

U.S. Oil: Increased Production Promotes Energy Independence.

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.