WEALTH MANAGEMENT
Comprehensive wealth solutions with personal attention and dedicated advisors
Detailed planning by skilled Wealth Management Advisors
Build a complete strategy with a dedicated Wealth Management Advisor. Your personalized financial plan incorporates your individual objectives, risk tolerances, and liquidity and financing needs.
Short term. Long term. On your terms.
Private Banking connects you with solutions for important financial decisions. Find deposit solutions, Private Mortgage, Securities-Based Lending (PILOC) and lending solutions all in one place.
When you need an advisor...
Growing your wealth:
A number of bank services may be in your best interest.
Planning for education:
Consulting with an advisor can help transform your college strategy.
Estate planning:
We offer knowledge to navigate the regulatory and legal landscape.
Managing your risk:
Establish a thorough risk management plan with a dedicated advisor.
Market Insights
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Find personalized attention to help you plan and achieve your financial goals.
Trust and fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Amegy Bank, California Bank & Trust, The Commerce Bank of Oregon, The Commerce Bank of Washington, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, and Zions Bank are divisions of Zions Bancorporation, N.A. Investment products are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, Zions Bancorporation, N.A. or its divisions, and are subject to investment risks, including possible loss of the principal amount invested.