NB|AZ® Wealth Management provides tailored strategies designed to address your specific financial needs, goals and aspirations. From planning and investment management to trust services and business transition strategies, we offer products and services designed for individuals and families, private business owners, corporation, foundations, endowments and nonprofits.
Working closely with you to define and understand both your current financial situation and your future plans, our advisors combine forward-looking economic and financial analysis with targeted, actively managed investment strategies.
Manage Your Assets
NB|AZ Wealth Management
Wealth advisory services are offered by Zions Capital Advisors, Inc., an SEC registered investment adviser operating as NB|AZ Wealth Management, a non-bank affiliate of National Bank of Arizona. Trust services offered by Zions Trust, National Association. Brokerage services offered through Zions Direct, a non-bank subsidiary of Zions Bank.
Investment Products and Services: Not FDIC-insured - No Bank Guarantee - May Lose Value