Wealth Planning Services
Turn to Zions Bank® financial planning services for advice on how to manage your money.
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.
Wealth advisory services are offered through Zions Capital Advisors, Inc. (formerly Contango Capital Advisors, Inc.), which operates as Zions Wealth Advisors. Zions Capital Advisors (ZCA) is a registered investment adviser, a non-bank affiliate of Zions Bank and a non-bank subsidiary of Zions Bancorporation. Some representatives of Zions Wealth Advisors are also registered representatives of Zions Direct, which is a member of FINRA/SIPC and a non-bank subsidiary of Zions Bank. Some investment services are offered through Zions Trust, National Association (Zions Trust), a subsidiary of Zions Bank and an affiliate of ZCA.
Investment products and services offered by or through Zions Capital Advisors and Zions Trust are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, Zions Bank, Zions Bancorporation or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.
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.