Financial Planning

Start planning today to enjoy a healthy and rewarding financial future.

At CB&T Wealth Management*, strategic financial planning begins by developing clear ideas of the steps you should take to meet your objectives. And over time, we work with you so you can remain confident that you’re moving closer and closer to meeting your goals.

We’ll take the time to meet with you to understand your personal and business circumstances, then work with you to create a long-term plan that meets your financial needs so you can realize your life’s aspirations.

And as your needs change and evolve, your advisor — supported by experienced financial planning and investment strategists — will monitor and update your plan to help keep you on track.

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.