Wealth Management Services
Get a 360-degree view of your financial position and professional advice on how to secure a brighter financial future. At CB&T Wealth Management, we listen carefully to understand your personal and professional needs so we can help you meet your goals.
With a wide range of long-term solutions for growing and protecting your wealth, you can count on us for candid advice and an unbiased assessment of all your options. Our professional investment team does not work on commission, so we will never sell you products and services you don’t need.
Capitalize on our extensive experience and wealth of financial knowledge. We’ll show you how to integrate innovative solutions into a comprehensive wealth management program that’s customized to every stage of your personal and professional life.
To learn more about CB&T Wealth Management Services, call (855) 550-0850.
Wealth Management Services
Work closely with advisors who will help you develop and plan a comprehensive, integrated financial strategy that anticipates future challenges to your financial security and helps you develop sustainable wealth management strategies to meet your long-term goals.
To learn more about CB&T Wealth Management Services, call (855) 550-0850.
IMPORTANT NOTE: Wealth management services are offered through Contango Capital Advisors, Inc. (Contango), which operates as California Bank & Trust in California. Contango is a registered investment adviser, a non-bank affiliate of California Bank & Trust and a non-bank subsidiary of Zions Bancorporation. Some representatives of California Bank & Trust are also registered representatives of Zions Direct, which is a member of FINRA/SIPC and a non-bank subsidiary of Zions Bank. Some investment services are offered through Zions Trust, National Association (Zions Trust), also a subsidiary of Zions Bank and an affiliate of Contango.
Investment products and services offered by or through Contango and Zions Trust are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, Zions Bank, Zions Bancorporation or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.