WEALTH MANAGEMENT OFFERED THROUGH CB&T WEALTH ADVISORS
Unbiased counsel. Unrivaled commitment. Uncompromised solutions.
Our representatives are registered with LPL Financial, the largest independent broker dealer in the nation. * Being independent means that there are no proprietary products and we are able to be authentic in our investment recommendations. Our only motivation in developing your wealth management strategies and solutions is to offer professional, unbiased counsel that is in your—and only your—interest.
By coming to understand the complexities of your personal, business, and family finances, we’re better able to help you identify and pursue your wealth management goals.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured ZB, N.A. deposits and are not FDIC insured. These products are not obligations of the ZB, N.A. and are not endorsed, recommended or guaranteed by ZB, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. ZB, N.A. and its California Bank & Trust, and CB&T Wealth Advisors divisions are not registered broker/dealers and are not affiliated with LPL Financial. * As reported by Financial Planning Magazine, June 1996 - 2016, based on total revenue.
8 calbanktrust.com
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