CBL Wealth Management offers a broad range of low cost, transparent solutions to our clients investment needs. Our clients have access to a variety of low or no cost Exchange Traded Funds, no-load Mutual Funds and individual securities and products. Since we are independent of any brokerage firm we are able to select the best investment at the best pricing to meet our clients individual needs.
Call today to learn more about our comprehensive wealth management services for individuals and high net-worth individuals; trusts, foundations and charitable organizations; pensions and profit sharing plans; corporations, limited liability companies and other business types.
Tactical Asset Management
- Managed Investment Accounts
- IRA / SEP IRA / SIMPLE IRA / 401(k)
- Defined Benefit Plan Management
- Retirement Income
- Trust Assets
- Foundation Funds
- Endowment Funds
Financial Planning
- Retirement Planning
- Monthly/Quarterly Income Planning
- Wealth Transfer Strategies
- Planned Giving
- Legacy Planning
- Financial Concierge Services
Investment Products
- Stocks
- Bonds
- Mutual Funds (No-Load)
- Exchange Traded Funds (ETF)
- Closed End Mutual Funds (CEF)
- Options Contracts
- Publicly Traded Real Estate & Real Estate Investment Trusts (REIT’s)
- Commodities
- CD’s / Money Market / FDIC Deposits
- Insurance / Annuities
401(k) Fiduciary Services
- Section 3 (21) Fiduciary Services
- Fund Selection and Monitoring
- REQUIRED Annual Reviews
Insurance
- Life & Health Insurance
- Annuities
- Individual and Group Supplemental Benefits AFLAC / Colonial Life