Zions Bank is For You.
Let our professional wealth planning team help you work towards achieving your financial goals. Through our collaborative wealth planning process, our team will analyze and design an integrated, personalized wealth plan.
You’ll work with a team of planning professionals to develop a customized plan tailored to your objectives. This team will collaborate with your other advisors to implement the plan as designed. Our goal is to give you confidence in your financial future by knowing that your team of dedicated Wealth Planners have collaboratively created a plan to help meet your life goals.
One point of contact for all of your wealth planning needs
The power of a full Wealth Management team to handle all your Wealth needs
Each family business has a unique set of challenges and needs. With 140 years of experience in helping family businesses throughout Utah and Idaho, Zions Bank and our Family Business Services will collaborate with experts in the local community to help guide you through everything from transition to exit planning. We understand how complex and personal this process can be, and we want to make it a positive experience for you and your family.