Wealth Management

Wealth Management is crucial for a healthy and rewarding financial future.

Strategic financial planning gives you a clear idea of the steps you need to take to pursue your objectives, giving you the confidence of knowing you are moving closer to your goals.

Our wealth advisors discover what your goals and your values are through close consultation. Your Integrated Wealth Management Strategy is developed around your objectives. We then customize the appropriate strategies to establish your unique wealth management plan.

Nevada Wealth Advisors

Nevada Wealth Advisors innovative approach helps clients pursue their financial goals through a comprehensive portfolio of custom wealth and financial services:

  • Cash Management
  • Estate and legacy planning
  • Investment management
  • Retirement planning
  • Life and estate planning1
  • Business succession planning
  • Insurance Services2
  • Executor/Agent and Trustee services through Wealth & Fiduciary Services3
  • Brokerage

 

For more information about Nevada Wealth Advisors, call 702-855-4812 (Southern Nevada) or 775-688-7949 (Northern Nevada). .

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

*Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates.

ZB, N.A. and its Nevada State Bank and Nevada Wealth Advisors divisions are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, NV, OR, TX

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

 

1. Nevada Wealth Advisors and Wealth & Fiduciary Services do not engage in tax or legal advice. Contact your tax advisor for specific information for your situation.

2. Insurance services may be offered through Zions Insurance Agency, a licensed affiliate of ZB, N.A. Insurance products may be offered through various non-affiliated licensed agencies selected by Zions Insurance Agency. Insurance products and services are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by ZB, N.A., Zions Bancorporation or its affiliates, and are subject to the claims-paying ability of the issuer.

3. Wealth & Fiduciary Services provided through ZB, N.A. Wealth Management, a division of ZB, N.A. Investments are not insured by the FDIC or any federal or state government agency, are not deposits of or other obligations of, or guaranteed by, ZB, N.A. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.