IMPORTANT: California Bank & Trust will be making security upgrades to our digital systems on Tuesday, June 23, 2020. To see how you can be prepared for this update, please click here.
Wealth Management
Give your wealth the attention it deserves.
You’ve earned this.
As a Premier Wealth Management client, you’ll have privileged access to our Private Banking and Wealth Management products and services for best managing the entire spectrum of your wealth management needs. Taken together, they represent a comprehensive strategy that works toward growing and protecting wealth.
Wealth Planning by CB&T Wealth Advisors
You’ll work with a credentialed team of advisors to develop a wealth management plan customized to your objectives.
Investment Management by CB&T Wealth Advisors
Comprehensive investment management relies on a clear understanding of your goals and risk tolerances.
Trust Services
Wealth and Fiduciary Services is dedicated to the management of trusts, estates and other family wealth entities.
Insurance by CB&T Wealth Advisors
The only constant in life is change. So, you need to keep your insurance aligned with whatever life changes occur.