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.
*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.