Wealth Planning Services offered through Zions Wealth Management

Turn to Zions Wealth Management for access to financial planning services and advice on how to manage your money. Let our professional wealth planning team help you advance toward achieving your financial goals with a complete program for assessing and managing all the components of your wealth and coordinating them with your plans.

At Zions Wealth Management, 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 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

Trust and fiduciary investment services are offered through Wealth & Fiduciary Services, a part of Zions Wealth Management, a division of Zions Bancorporation, 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, Zions Bancorporation, N.A. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.