INVESTMENT MANAGEMENT AND WEALTH PLANNING SERVICES

Investment Management Offered Through Nevada Wealth Advisors

AT NEVADA WEALTH ADVISORS, our advisors work with you to craft a portfolio strategy that is well-matched financially and emotionally to your goals, sensitivities, and sophistication.

  • Estate and legacy planning
  • Cash AND Investment management
  • Retirement planning
  • Life, estate and tax planning1
  • Asset Protection and Insurance
  • Brokerage services

INDEPENDENT COUNSEL. COMPREHENSIVE STRATEGIES.

Our representatives are registered with LPL Financial, the largest independent broker/dealer in the nation.* Being independent means that there are no proprietary products and our advisors are able to be authentic in their investment recommendations. Our advisors’ only motivation in developing your wealth management strategies is to offer professional, objective counsel that is in your—and only your—interest.

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

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

 

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. The investment products sold through LPL Financial are not insured Zions Bancorporation, N.A. deposits and are not FDIC insured. These products are not obligations of the Zions Bancorporation, N.A. and are not endorsed, recommended or guaranteed by Zions Bancorporation, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Zions Bancorporation, N.A. and its Nevada State Bank, and Nevada Wealth Advisors divisions are not registered broker/dealers and are not affiliated with LPL Financial.