Wealth Management

California Bank & Trust offers wealth management services through CB&T Wealth Management (the name used by Contango Capital Advisors in California, a nonbank affiliate of ours). CB&T Wealth Management advisors integrate a comprehensive array of services and offerings for the specific needs of California Bank & Trust customers.

CB&T Wealth Management’s services are designed for individuals and families; private business owners; corporations; and foundations, endowments and nonprofits.

Their approach combines forward-looking economic analysis and risk sensitivity with an investment strategy targeted to meet each client’s specific goals and aspirations.

CB&T Wealth Management’s services include:

• Financial planning
  • Advising on estate issues
  • Developing wealth preservation and family transition strategies
  • Enabling philanthropic and nonprofit strategies
  • Protecting tangible assets
• Investment management
  • Defining goals and tolerance for the unexpected
  • Developing and implementing investment strategies
  • Monitoring performance and adapting strategies to changing circumstances
• Financial advisory for business owners
  • Growth strategies and value enhancement
  • Sale or transfer of your business
  • Succession planning
  • Business valuation

Learn more about Contango Capital Advisors at www.contangoadvisors.com.

Find out more about how CB&T Wealth Management can help you meet your goals.

IMPORTANT NOTE: California Bank & Trust offers wealth management services through Contango Capital Advisors, Inc., which operates as CB&T Wealth Management in California. Contango Capital Advisors is a registered investment adviser and a nonbank affiliate of California Bank & Trust and a nonbank subsidiary of Zions Bancorporation. Some representatives of CB&T Wealth Management are also registered representatives of Zions Direct, which is a member of FINRA/SIPC and a non-bank subsidiary of Zions Bank. Investment products and services offered through Contango Capital Advisors, Inc., are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, California Bank & Trust, Zions Bancorporation or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested. CCA #0310-0021R