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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.
NB|AZ Wealth Management Services
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 | 480.609.8319 |  |
IMPORTANT NOTE: Wealth management services are offered through Contango Capital Advisors, Inc. (Contango), which operates as NB|AZ Wealth Management in Arizona. Contango is a registered investment adviser, a non-bank affiliate of National Bank of Arizona and a non-bank subsidiary of Zions Bancorporation. Some representatives of NB|AZ Wealth Management 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), also a subsidiary of Zions Bank and an affiliate of Contango.
Investment products and services offered by or through Contango 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.
Investment products and services offered by or through Contango 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.
