Wealth Management Advisor

Contact a Wealth Management Advisor at (855) 550-0850 or visit a branch near you.

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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.

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