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Wealth Planning Overview

At Georgia Bank & Trust, we understand how banking and investment solutions can work together to give you the maximum benefits of both.  That’s why we’ve established a team of experienced financial professionals committed to a holistic financial approach.  Our services extend to clients who are working towards securing future wealth as well as to those who have already attained sizable wealth.

Our financial consultants* and wealth professionals are mindful of the uniqueness of each individual and family situation.  With each client in mind, we pursue a singular purpose with multidimensional strategies.  We strive to help each client maintain and build greater wealth by creating customized plans. We know you have a choice about where you keep your money and we work hard to make your decision easy.  Below is our comprehensive approach:

*Securities, Investment Advisory Services and Insurance products offered through LPL Financial, and its affiliates, Member FINRA/SIPC a registered investment advisor. Georgia Bank & Trust and GB&T Financial Services, a division of Georgia Bank & Trust Company of Augusta, are not registered broker/dealers and are not affiliated with LPL Financial.

Investment and insurance products are:
Not FDIC InsuredNot Bank GuaranteedMay Lose Value
Not a Bank DepositNot Insured by Any Federal Government Agency

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Georgia and South Carolina.

 

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