CBL Wealth Management (CBLWM) is a Registered Investment Advisor (RIA) with a focus on serving the unique needs of the serious long- term investor. Our Investment Philosophy embraces the traditional rules of investing while incorporating tactical adjustments to asset allocation based on real world economic conditions and market volatility. We believe a proactive approach to asset allocation is critical to managing investment risks and maximizing opportunities.
CBL Wealth Management is owned and managed by Chris Lindsay. Chris has been providing quality investment advice and helping clients achieve their financial goals for more than 13 years. After working with large brokerages whose focus was on “the bottom line”, Chris transitioned his business to the RIA model. CBL Wealth Management was formed to ensure achieving client goals would always be the primary focus. Our firm’s commitment to the fiduciary standard of care ensures that all of our clients can be assured that their best interest ALWAYS come first …not just when it suits us.
Our commitment to YOU
We are dedicated to helping you achieve your investment goals by providing personal attention and quality services in the most cost effective and transparent way possible.
How we help you succeed
We provide cost-efficient actively managed portfolio construction, comprehensive wealth management, and ongoing monitoring and discussion to earn your confidence and help you achieve your goals.
How we communicate with you
We offer scheduled planning and portfolio reviews, regular check-ins, ongoing education opportunities, and an informative client newsletter. You can also count on a prompt response whenever you contact us with a question or concern.
All investments are subject to risk, may lose value and have no bank guarantee
Please note that the use of the term “registered investment adviser” and description of CBL Wealth Management and/or our associates as “registered” does not imply a certain level of skill or training. You are encouraged to review our ADV Brochure and Brochure Supplements for our firm’s associates who advise you for more information on the qualifications of our firm and our employees.