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 work towards your long-term goals.
To learn more about CB&T Wealth Management Services, call (855) 550-0850.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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