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Start planning for a secure financial future.

At CB&T Wealth Management you're never a number. You're our neighbor. Someone who deserves a level of personal attention that big brokerage firms just can’t afford to give you. Of course, we offer access to the same investment and brokerage services that the larger firms do, but with a personal touch that always puts your questions and best interests first. So come in to see us and sample this individualized attention yourself no matter what your investment needs may be.

Access Your Investment Accounts

Objective Investment Advice.

Financial Advisors offer you a wide variety of financial products and services. Every recommendation you receive is based solely on what can best help achieve your investment goals. So you'll feel good knowing you're receiving expert and unbiased financial advice that's tailored to your needs.

 Jeffrey Powers

Jeffrey T. Powers
Financial Advisor

(804) 943-4076 (C)| (434) 292-8133 (O)


Come by today for financial security tomorrow.

CB&T Wealth Management makes it easy for you to plan for a more secure future. Because in addition to stocks, mutual funds, and other investment options offered by larger brokerage companies, we offer access to services that fit in with every stage of your life:

  • Financial and Retirement Planning
  • IRA Rollovers
  • Business Retirement Plans
  • Fixed and Variable Annuities
  • 529 College Savings Plans
  • Trusts and Estate Planning
  • Tax Advantaged Investments

For a complimentary, no obligation review of your investment and retirement plans, please contact us at (800) 550-1873.

Click to check the background of our
investment professional on FINRA's BrokerCheck


Investment and insurance products are services offered through Osaic Institutions, Inc., Member  FINRA/SIPC. CB&T Wealth Management is a division of the Bank. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions, Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

Not a Deposit - Not FDIC Insured - Not Insured by any Federal Government Agency - Not Guaranteed by the Bank - May go down in value

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Notice: Because there is a risk that information transmitted via Internet email could fall into the wrong hands, Citizens Bank & Trust Company suggests that confidential information, such as account numbers or social security numbers, not be transmitted via email. Instead, please contact Citizens Bank & Trust Company directly at your nearest bank branch.