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Wealth Management Services

Wealth management specialist with coupleWise financial management is essential for achieving your financial goals. At Continental National Bank, Infinex Investments, Inc. financial advisors can help you create your own investment program that will help cover your changing needs as you progress through life. Whether you are planning for retirement, sending children to college, providing a pension plan for a business, or growing your wealth, Infinex Investments, Inc. financial advisors can provide the right solutions for your needs.

Unlike some banks and investment houses, Infinex Investments, Inc. does not offer proprietary products, but has access to a large universe of investment solutions, and is dedicated to finding solutions for your unique needs.  All advice given is objective and independent.

For a free consultation, contact one of our Infinex Investments, Inc. financial advisors at (305) 631-6410.     

Important Information

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA and SIPC CNB Wealth Management is a trade name of Continental National Bank. Infinex and Continental National Bank are not affiliated. Products and services made available through Infinex Investments, Inc. are not insured by the FDIC or any other agency of the United States, and are not deposits or obligations, nor are they guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

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Check the background of this firm on FINRA's BrokerCheck

These accounts are:
  • Not FDIC Insured
  • Not Guaranteed by the Bank
  • May Lose Value
  • Not Deposits
  • Not Insured by any Federal Government Agency