Personal Investment Management Offered through Zions Wealth Advisors
We offer customized wealth management strategies that strive to assist our clients with building and managing their wealth through professional and objective advice. Our knowledgeable advisors work with a variety of clients including individuals, families, businesses, nonprofits, and government entities. We'll assess your needs and get you on your way to a comprehensive investment plan.
Investment Management
Disciplined investment management is dependent on a clear understanding of your goals and risk tolerances. By not creating proprietary products, we can focus on our primary goal – offering you objective advice. LPL Research has grown into one of the largest research groups among independent brokerage firms, and our advice is directed by an experienced investment committee. Know that as your objectives and situation change, your advisor will monitor and adapt your portfolio to ensure that your investments continue to align with your goals.
Our Approach
- Understand your financial needs and aspirations
- Analyze which investment strategies support your goals
- Customize strategies
- Strategic asset allocation
- Portfolio construction
- Ongoing performance monitoring
- Risk management
Find Your Wealth Advisor Team
For a free consultation, call Zions Wealth Advisors toll-free at 888-557-7390 or locally at 801-844-7700 for more information on available personal investment management services.
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. 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 Bank, Zions Bancorporation, N.A., and Zions Wealth Advisors 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: Utah & Idaho (unless licensed elsewhere).