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Investment Services

CB&T Wealth Management

Investment Services Available

CB&T Wealth Management is a relationship oriented investment services firm with a dedicated team of finance professionals. Our goal is to generate wealth for and with our clients, and provide economic surety to those who need it. We have a wide variety of investment options to help you. Contact the Wealth Management team today to discuss your investing options.  

Our Investment Products Include:

  • 12,000+ Mutual Funds
  • Variable and Fixed Annuities
  • Equities
  • Municipal Bonds
  • Corporate Bonds
  • Alternative Investments
  • Structured Products
  • Certificates of Deposit
  • 529 Plans
  • Real Estate Investment Trusts
  • Access to over 75 different Insurance Companies.
Contact Us

Retirement Planning


Plans that allow the Employer and Employee to contribute Pre-tax dollars into their Retirement accounts. These plans also allow the Employer to reduce tax bills by making matching contributions to the Employees’ accounts with products including:
  • 401(k) Plans
  • SIMPLE Plans
  • SEP IRA Plans


Individuals can set aside money for their retirement years using products that include Traditional IRAs and Roth IRAs. These plans allow for tax deferred growth and some allow for tax free qualified withdrawals. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Wealth Transfer Strategies

Strategies include fiduciary and management services in designing of a transfer plan for the assets of one person to another person(s) or entities. Thus, providing assurance that final wishes are met, and that the most tax advantageous and succinct path is utilized. Available Services:
  • Estate Planning
  • Transfer on Death Accounts
  • Business Succession Planning
  • Charitable Planning
  • Asset Movement Strategies 
Contact Us:
Contact Us
Phone: (843) 398-2873
Fax: (843) 664-0578
185 W. Evans St.  Florence, SC 29501

Check the background of investment professionals associated with this site on Finra's BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. CB&T Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CB&T Wealth Management, and may also be employees of Carolina Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Carolina Bank or CB&T Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Your Bank (“Carolina Bank") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: SC, NC, FL, GA, IL, MD, NY, TN, TX, VA, WI