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Wealth Planning Services

The path to financial freedom shouldn’t be traveled alone

Turn to Zions Bank® financial planning services for advice on how to manage your money.

Comprehensive Assessment

In working with you to develop and implement a complete and realistic wealth plan, Zions Wealth Advisors:

  • Analyze the stocks, bonds and other securities you own
  • Assess your insurance needs and other holdings
  • Look at your debt as well as income
  • Examine what you need to live the life you want and the steps to take to get you there

The Wealth Planning Process

Zions Wealth Advisors give you a complete program for assessing and managing all the components of your wealth and coordinating them with your plans, including:

  • Integrating risk management
  • Estate planning and investment planning for your lifestyle goals and your aspirations, as well as with your concerns and your constraints

Advanced Wealth and Business Succession Planning

Zions financial planning services help families and closely held businesses plan for succession and align the family’s culture, value and goals with objectives for the next generation.

For those with complex situations, Zions Wealth Advisors offers comprehensive financial planning services delivered by planners with extensive experience working with high net worth families and business owners.

Let Zions Wealth Advisors’ planners work with you and your team to help analyze, architect and implement an integrated wealth plan.

For more information about available financial planning services, call or email your wealth advisor.

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 ZB, N.A. deposits and are not FDIC insured. These products are not obligations of the ZB, N.A. and are not endorsed, recommended or guaranteed by ZB, 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, ZB, 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).

Insurance services are offered through Zions Insurance Agency, Inc., a licensed affiliate of Zions Bank. Insurance products are offered through various non-affiliated licensed agencies selected by Zions Insurance Agency. Insurance products and services are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by Zions, Zions Bancorporation or its affiliates, and are subject to the claims-paying ability of the issuer.

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This page was last modified on Thu Oct 19 14:18:40 MDT 2017