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.
Financial
Planning
Planning
Tailored, Practical Planning For Your Life & Your Legacy
Business Advisory
Services
Services
Strategies for Private Businesses & Their Owners
Investment
Management
Management
Custom Strategies, Active Management
Trust
Services
Services
Plan, Design &
Manage Your Assets
Manage Your Assets
Make An Appointment
| NB|AZ® Wealth Management | 602.230.1331 |  |
NB|AZ Wealth Management
Securities and Advisory services offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
National Bank of Arizona, NBAZ Wealth Management and Zions Trust are not registered broker/dealers and are not affiliated with LPL Financial.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not Insured By Any Federal Government Agency | Not A Bank Deposit | |
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, OR, TX, UT, WA
Trust services offered through Zions Trust, a division of ZB, N.A. dba National Bank of Arizona and NB|AZ Wealth Management. (C) 2016, ZB, N.A.
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