CB Wealth Management Group

CB Wealth Management Group Our View

At CB Wealth Management Group, our view is to help our clients better achieve their idea of financial success. Member FINRA/ SIPC. Cathy L.

Since every client is unique, we spend the time to truly understand your individual needs. This allows us to develop a personalized strategy that takes into account your goals, your ability to handle risk, and the time required to achieve financial independence. Our Vision

We view helping our clients work towards their goals as our most important role. Our vision for success covers all areas of f

inancial management, from helping you save to educate your children, investing for a comfortable retirement, to potentially improving your after-tax income, expanding your sources of cash flow, protecting your assets, and leaving a legacy for your loved ones. CB Wealth Management Group
Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor. CB Wealth Management Group and IFG are unaffiliated entities. Brown holds the General Securities Principal Series 24 license, as well as the Series 51, 7, 63, and 65. She also has a California State Insurance License #0791900. Skylar Brown holds Series 7 and 66 licenses and a California State Insurance License . For state licensing information please visit www.cbwealthmanagement.com

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

04/19/2021

Thinking of investing in cryptocurrencies? These considerations can help guide your decision.

06/11/2019

Build your wealth by following these simple principles. How to invest within your 401(k), manage the household budget, and buy the right insurance. What to do with all your credit cards, how to set up an emergency fund.

02/27/2019

From getting out of debt to saving for retirement and everything in between.

11/23/2018

Think today’s market looks like 1998’s? Learn why you may want to think again.

10/24/2018

Jonathan Golub of Credit Suisse expects the market to pop back despite the recent spike in volatility.

10/10/2018

Fidelity's quarterly market analysis can provide you with investing insights to help you develop investment strategies throughout the year. Learn more about Q4 of 2018 and its stock market implications.

09/06/2018

Learn our answers to the 11 most pressing questions investors have about the current environment in emerging markets, the Eurozone, and the United States.

Using 529s for K-12: Five things to consider
02/28/2018

Using 529s for K-12: Five things to consider

529 college savings plans aren’t just for college anymore. Here are five things you should consider if you want to use a 529 plan for K-12 private schools: http://inves.co/idi0123aF

02/13/2018

Learn about the historical trends and results that demonstrate why investors should not abandon their strategies during periods of stock market corrections.

Address

44672 Monterey Avenue
Palm Desert, CA
92260

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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