Investment Management by CB&T Wealth Advisors
A team that understands your goals and risk tolerances for comprehensive investment management.
Keeping Investments Aligned with Goals.
Comprehensive investment management relies on a clear understanding of your goals and risk tolerances. Our comprehensive wealth management process allows us to offer objective advice — directed by an experienced investment committee and backed one of the nation's leading financial services companies, LPL Financial. As your objectives and situation change, your advisor will monitor and adapt your portfolio to keep your investments aligned with your goals.
OUR APPROACH
- Understand your financial needs and aspirations
- Analyze how investment strategies support your goals
- Customize strategies
- Strategic asset allocation
- Portfolio construction
- Ongoing performance monitoring
- Risk management
Check the background of our investment professionals associated with this site on FINRA's BrokerCheck.
The Wealth Advisors at CB&T Wealth Advisors are registered representatives with Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured ZB, N.A. deposits and are not FDIC insured. These products are not obligations of the ZB, N.A. and are not endorsed, recommended or guaranteed by ZB, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. ZB, N.A. and its California Bank & Trust, and CB&T Wealth Advisors divisions are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA