Wealth Planning by CB&T Wealth Advisors

Wealth management plans for individual objectives, risk tolerances, and liquidity and financing needs.

Short term. Long term. Your terms.

You’ll work with a credentialed team of advisors to develop a wealth management plan customized to your objectives, risk tolerances, and both your short- and long-term liquidity and financing needs. Our representatives are registered with LPL Financial, the largest independent broker-dealer in the nation* and their only motivation is to offer professional, objective counsel that is in your — and only your — best interest.

OUR INTEGRATED WEALTH PLANNING INCLUDES

  • Retirement planning
  • Risk management planning
  • Legacy and estate planning
  • Education planning
  • Business succession planning
  • Cash flow planning
  • Philanthropic strategies
  • Equity compensation planning 

Check the background of 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 Zions Bancorporation, N.A. deposits and are not FDIC insured. These products are not obligations of the Zions Bancorporation, N.A. and are not endorsed, recommended or guaranteed by Zions Bancorporation, 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. Zions Bancorporation, 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

*As reported by Financial Planning Magazine, June 1996 - 2016, based on total revenue.