At CB Wealth Management Group, our view is to help our clients better achieve their idea of financial success. 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 successfully achieve your goals.
We view helping our clients achieve their goals as our most important role. Our vision for success covers all areas of financial 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.
We view helping our clients achieve their goals as our most important role. Our vision for success covers all areas of financial 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.
Services
CB Wealth Management Group is an independent financial planning company in Palm Desert, CA. For three decades we have provided financial planning to help our clients work toward their goals, provided investment recommendations to promote proper asset allocation, and offer consistent monitoring to make sure that our clients' portfolios are kept up to date in these changing times.
Cathy L. Brown has been helping investors lead more financially secure lives since 1985. She graduated cum laude with a Bachelor of Arts degree in Economics from the University of Notre Dame. After leaving the Midwest winters and relocating to the Coachella Valley, she started her career as a financial advisor with Merrill Lynch in Palm Springs.
Cathy L. Brown has been helping investors create and manage wealth since 1985. After graduating from the University of Notre Dame with a Bachelor of Arts in Economics, she began her career in financial planning with Merrill Lynch. She has also been associated with Smith Barney, American Express and Great Western Investment Management.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Reviews (1)
Kylie Kinnaman
Nov 06, 2020
Report
The president of this company has emailed me three times in the past two years with sensitive client data. I am not her client, and apparently she is too careless to double check recipient email addresses (three times!). When I brought this to her attention, she was flippant every time. Prospective clients should be aware of her complete lack of detail.
