Welcome to CB Wealth Advisory
Our goal at CB Wealth Advisory is to be your most trusted advisor pursuing superior wealth management services and maintaining a commitment to excellence. We specialize in investments, insurance, estate planning, retirement income and wealth transfer.
Along with you, we will develop a customized financial roadmap that suits your dreams, your estate planning goals, your vision of retirement and the legacy you wish to leave behind. We build long-term rewarding relationships with our clients founded on professionalism, education, experience, communication and personal attention.
We give valuable, consistent, and sound advice to private clients, trusts, corporations, small businesses and private foundations with a forward-looking investment process focused on long-term trends in the global financial market place. We provide easily understood explanations of financial products and services to help you make educated financial decisions. Our clients receive focused attention and the reflective thought of seasoned investment professionals in establishing the goals and objectives of your personal wealth plan.
In 2020 CB Wealth Advisory affiliated with Cambridge Investment Research, Inc. (member of FINRA/SIPC), one of the largest and most prestigious Independent Broker-Dealers in the country, located in Fairfield, Iowa. Cambridge was recently honored by Investment Advisor magazine as Broker/Dealer of the year and has earned this honor a total of twelve times. We are affiliated as well with Cooper McManus, a Registered Investment Advisory Firm based in Irvine, CA.
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CB Wealth Advisory - Private Wealth Management
Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer and Member FINRA.org and SIPC.org; Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm; Christina Bush, Investment Advisor Representative. CB Wealth Advisory, Cambridge Investment Research, Inc. and Cooper McManus are separate entities.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third party posts found on this profile do not reflect the views of Securities America and have not been reviewed by Securities America as to accuracy or completeness.
Christina Bush, licensed insurance agent: CA Insurance license #0B48734 - FL Insurance license #W050514 - NC Insurance license #2620839 - WA Insurance license # 787335
FINRA BROKER CHECK FINRA.org
A prospectus offer is required by SEC Rule 482(b)(1) that advises an investor to consider the investment objectives, risks and charges and expenses of an investment company carefully before investing; explains that the prospectus, and, if available, the summary prospectus contains this and other information about the investment company; identifies a source from which an investor may obtain a prospectus and, if available, a summary prospectus; and states that the prospectus and, if available, the summary prospectus should be read carefully before investing.
IMPORTANT CONSUMER INFORMATION
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Securities in accounts are carried by National Financial Services, LLC, member NYSE/SIPC, a Fidelity Investment Company, which is protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). NFS has arranged for additional insurance protection for cash and securities to supplement its' SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/coverage provided by SIPC. This protection does not cover losses associated with investing.
For detailed information about SIPC, please visit SIPC.org.
All Photos By Christina Bush
Copyright 2020 by Christina Bush/CB Wealth Advisory