At Zions Wealth Advisors, you’ll work with your advisor to develop a plan customized to your objectives, risk tolerances, and short- to long-term liquidity and financing needs. Your advisor will coordinate with attorneys and CPAs as needed throughout the planning process. Through this collaborative approach, your advisor will analyze, design and implement an integrated, personalized wealth plan.
Our Wealth Advisors offer guidance through the four broad stages of a clients’ financial life, addressing the difficult questions that arise in each stage and developing a plan to help you stay on track.
Four Stages of Wealth
- Create and build wealth
- Protect and preserve wealth
- Utilize wealth in life
- Wealth legacy
Our Holistic Wealth Planning Includes
- Retirement and income planning
- Risk management planning
- Legacy and estate planning
- Education planning
- Business succession planning
- Cash flow planning
- Philanthropic strategies
- Equity compensation planning
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).