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 are offered through Contango Capital Advisors, Inc. (Contango), which operates as CB&T Wealth Management in California. Contango is a registered investment adviser, a nonbank affiliate of California Bank & Trust and a nonbank subsidiary of Zions Bancorporation. Some representatives of CB&T Wealth Management are also registered representatives of Zions Direct, which is a member of FINRA/SIPC and a nonbank subsidiary of Zions Bank. Employees of Contango are shared employees of Western National Trust Company (WNTC), a subsidiary of Zions Bank and an affiliate of Contango.

Investment products and services are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, California Bank & Trust, Zions Bancorporation or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.