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Wealth Management
Preferred Banking gives you access to the many award-winning investment and trust services that City National has to offer. We believe successful investment management is achieved through a process that begins by carefully listening to your needs and objectives. Whether your goal is income, capital preservation or investment appreciation, we strive to provide you with results that meet your needs and consistently outperform most market benchmarks.
Wealth Management services
- Financial planning
- Retirement planning
- Automated investment sweep
- Managed Portfolio Strategies
- Brokerage Services4
- 529 College Savings Plans
- Trust and estate services
- Brokerage services provided through City National Securities, Inc. Member FINRA/SIPC, a wholly owned subsidiary of City National Bank
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