Community Bank & Wealth Management Group

Our Expertise in Financial Planning and Investment Strategies

Community Bank & Wealth Management Group (CBWM) stands as a pillar of financial expertise in the Dallas region and beyond. Founded in 1981, we have built a legacy of successful wealth planning and investment strategies for individuals and families. With over three generations of experience guiding our actions, we understand the complexities of wealth and the importance of building a secure and prosperous future.

Tailored Solutions for Every Generation

We recognize that wealth management needs differ across generations. From young families planning for their first home to retirees seeking secure retirement income, our dedicated team offers comprehensive plans tailored to each individual's unique goals and circumstances.

Our Five-Step Process for Success

Our planning process is designed to collaborate with you every step of the way, ensuring your financial journey is personalized and successful.

1. Discovering Your Vision: We delve into your aspirations, identifying your financial goals and anxieties.

2. Comprehensive Review: We analyze your current financial situation, identifying strengths, weaknesses, and potential opportunities.

3. Tailored Planning: Based on your individual needs, we create a customized plan with specific strategies and actions.

4. Implementation: We work alongside you to execute your plan, implementing investment strategies and tracking your progress.

5. Monitoring and Adjusting: We constantly monitor your financial situation and adjust your plan as needed, ensuring alignment with your evolving goals and market conditions.

Meet Michael R. Natzic, Your Advocate

As Senior Vice President and Financial Advisor, Michael Natzic brings over 25 years of experience in the financial services industry to CBWM. Guided by his expertise, clients receive personalized guidance, tailored strategies, and a steadfast advocate in their pursuit of financial success. With a deep understanding of market complexities and a focus on client relationships, Michael is committed to empowering his clients to pursue their financial goals and aspirations.