Wealth Management
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.