CB&T Wealth Advisors | LPL Financial
Online investment, personalized for you
Our digital investing solution, Guided Wealth Portfolios, allows you to invest online with a low starting minimum and low-cost exchange-traded funds (ETFs), while working with a Wealth Advisor. Other solutions, known as robo-advisors, often require a large investment before granting access to a dedicated financial advisor, but GWP gets you started with only $5,000.
Start investing today by creating an account and answering some brief questions. Next, you will receive a personalized portfolio outlining a recommended investment strategy and potential earnings. Then choose to work with a Wealth Advisor to put the portfolio into action. It’s that easy.
Five simple steps to get started
Provide
an email address and choose a password so your information is protected.
Answer
a few simple questions, so we can determine what your portfolio should be.
Answer
a few more questions regarding how you feel about taking on risk when investing, so we can determine your investment preferences.
Get
a personalized portfolio outlining our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios.
Choose
to open an account immediately if you like your Guided Wealth Portfolios proposal. You’ll have the option to transfer an existing investment account or fund your account with cash.
Benefits that go beyond the digital space
A Dedicated Relationship Manager
Work with a Wealth Advisor to conduct a personal financial analysis. Get help establishing realistic goals and formulate a detailed plan on how to achieve them.
Independent Advice
Our decision to avoid proprietary products allows us to focus on our primary goal—offering you independent advice. Check the background of investment professionals associated with our website on FINRA's BrokerCheck.
Start the Guided Wealth Portfolio process today.
Get your personalized proposal and see if GWP is right for you.
Have questions or need help?
Our branch teams are here to help you in person, by phone or online.
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. , a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation 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.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.