We believe in challenging the status quo; we believe in thinking differently.
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About Us
CBC Wealth Management Group is a team of experienced financial advisors who believe one of the primary attributes to effective financial guidance is an efficient wealth management team. We believe in cultivating a diversity of knowledge and skills in collaboration with your key legal, tax, and estate advisors to create strategies designed to mitigate the forces that erode wealth.
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Our Approach
We offer a full range of products and services, from helping you select individual investments to developing a retirement planning strategy. With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – we are prepared to help you make informed investment recommendations based on your needs and risk tolerance.
Our Philosophy
As your personal financial advisors, we strive to deliver a completely transparent client experience aimed at building long-lasting relationships while seeking to provide the best strategies for your financial needs.
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