Risk Management
Establish a thorough risk management plan with a dedicated advisor.
CB&T Wealth Advisors | LPL Financial
Effective risk analysis relies on personalized responses to ever-changing needs. Our advisors get to know you one-on-one and help chart out a course that aligns your short- and long-term risk management and insurance needs.
INSURANCE
Why work with a Wealth Management Advisor?
Insurance services
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Buy/sell
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Key man
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Executive bonus
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Defined benefit plans
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Accumulation strategies
Available insurance
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Term life insurance
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Permanent life insurance
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Long-term care
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Disability
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Annuities
Benefit from your relationship with CB&T Wealth Advisors
Build More Wealth
Do more than simply store away money. Put a plan in place to make informed decisions and sharpen the wealth-building process. Roadmap your financial future with .
Feel Confident about Retirement
You’ve spent a lifetime building your wealth, take the time to plan for what’s next.
Tax Efficiency
An effective wealth management strategy incorporates careful tax planning. We will work with our clients' tax and legal advisors to put a plan in place.
Independent Advice
Our advice is customized to your specific needs and goals. We do not produce proprietary products which allows us to focus on our primary goal - offering you independent advice.
Get started with an advisor today.
Find a Wealth Advisor for personalized attention at a branch, by phone or online.
Wealth Solutions
Investment Management
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Securities-based Lending
Financial Planning
Digital Investing
Risk Management
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Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. California Bank & Trust, a division of Zions Bancorporation, N.A., and California Bank & Trust Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name California Bank & Trust Wealth Advisors, and may also be employees of California Bank & Trust, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of California Bank & Trust, a division of Zions Bancorporation, N.A. or California Bank & Trust Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NV, CA, ID, IL, MN, NM, OR, UT, WA, AZ, FL, HI, CO, GA, WI, WY, KS
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.