NB|AZ® Wealth Advisors Wealth Planning Services
Short-Term Or Long-Term Planning Customized To Your Needs
With NB|AZ Wealth Advisors, you’ll work with a credentialed team of professionals to develop a wealth management plan customized to your objectives, risk tolerances, and your short- and long-term liquidity and financing needs.
Wealth Planning Services
Your wealth planning team will coordinate with your advisors, such as attorneys and CPAs, as needed throughout the planning process. Through this collaborative approach, we’re able to analyze, design and implement an integrated wealth plan to fit your specific goals.
The more complex your financial life becomes, the more you'll appreciate being a client of NB|AZ Wealth Advisors.
Planning For Every Stage In Life
Striving to Create and Build Wealth
- Consolidation of Assets
- Plan for the Unexpected (Insurance)
- Home Ownership (Debt Planning)
- Saving for Retirement (IRA/401K)
Aiming to Help Protect and Preserve Wealth
- Growth and Income
- Facilitate Exit Strategy from Company (Business Succession Plan)
- Potential Health Concerns (Durable Power of Attorney)*
Utilize Wealth in Life
- Tax Concerns (Gifting During Life)
- Philanthropy (Charitable Gifting During Life)
- Preservation of Wealth (Titling of Assets)
Wealth Legacy
- Protection of Wealth (Choice of Executor/Trustee)*
- Transfer of Wealth (Distribution Plan for Spouse/Descendants at Death)
- Creating a Legacy (Charitable Inclinations at Death)
Check the background of the investment professionals associated with this site on FINRA's BrokerCheck.
*NB|AZ Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult with your legal advisor regarding your specific situation.
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