Investment Management by CB&T Wealth Advisors

A team that understands your goals and risk tolerances for comprehensive investment management.

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[cite::66::cite].

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. 



Disclosures