What’s the optimum investment strategy that best meets your needs? Through CB&T Wealth Management,* you can take full advantage of professional investment management services and experienced advisors who can help you secure a brighter financial future.
Before any investment is made or portfolio is constructed, your dedicated CB&T Wealth Management advisor will work closely with you to determine the strategies that best suit the goals most important to you, even when those goals extend well beyond financial issues.
Once your objective, tolerance for risk, investment time frame, and other essential information is assessed, we can recommend a balance of investments most appropriate to your needs.
*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.