NB|AZ Wealth Advisors

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NB|AZ^® Wealth Advisors

Helping You Pursue Your Financial Dreams

The NB|AZ Wealth Advisors provide tailored strategies designed to address your specific financial needs, goals and aspirations. From planning and investment management to business transition strategies, our advisors offer products and services designed for individuals and families, private business owners, corporations, 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.

We offer access to:

Investment

Seeking to ensure that your investments align with your goals.

Our Advisors' Approach:

Understand your financial needs and aspirations
Analyze how investment strategies support your goals
Customize strategies
Strategic asset allocation
Client portfolio construction
Ongoing performance monitoring
Risk management

Insurance

Because nothing’s assured, be properly insured.

Insurance Services We Offer Access To:

Buy/sell
Key man
Executive bonus
Defined benefit plans
Carve-out plans

Offering Access To:

Term life insurance
Permanent life insurance
Long-term care
Disability
Annuities

Wealth Planning

Short term. Long-term. Your Terms.

Integrated Wealth Planning Offers Access To:

Retirement planning
Risk management planning
Legacy and estate planning
Education planning
Business succession planning
Cash flow planning
Philanthropic strategies
Equity compensation planning

Meet the NB|AZ Wealth Advisors

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Jonathan Poure, CFP^®
Vice President
Wealth Advisor
Phoenix

Paul Solie
Vice President
Associate Wealth Advisor
Phoenix

Jason Gove, CRPC
Vice President
Wealth Advisor
Phoenix

Cheri Keene, CDFA^®
Vice President
Wealth Advisor
Scottsdale

Disclosures

Securities and Advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer ( member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. National Bank of Arizona, a division of Zions Bancorporation, N.A., and NB|AZ Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NB|AZ Wealth Advisors, and may also be employees of National Bank of Arizona, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of National Bank of Arizona, a division Zions Bancorporation, N.A. or NB|AZ Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ

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