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wealth management services

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 work toward your goals.

With a wide range of long-term strategies that aim to grow and protect 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 strategies 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 work towards your long-term goals.

To learn more about CB&T Wealth Management Services, call (855) 550-0850.

Securities and Advisory services offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. These products are not obligations of the California Bank & Trust and are not endorsed, recommended or guaranteed by California Bank & Trust or any government agency.

The investment products sold through LPL Financial are not insured California Bank & Trust deposits and are not FDIC insured. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

California Bank & Trust and CB&T Wealth Management 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: California