nevada state investment services

Financial Planning

"Financial planning is crucial for a healthy and rewarding financial future."

Strategic financial planning gives you a clear idea of the steps you need to take to reach your objectives, giving you the confidence of knowing you are moving closer to your goals.

Our financial planners discover what your goals and your values are through close consultation. Your Integrated Wealth Management Strategy is developed around your objectives. We then customize the appropriate solutions to establish your unique wealth management plan.

Nevada State Investment Services

Nevada State Investment Services offers financial planning services to clients of The Private Bank by Nevada State Bank. Its innovative approach to helping clients meet their financial goals and realize their life aspirations combines a strong emphasis on forward-looking quantitative analysis and risk control with the use of investment offerings typically available only to institutional investors.

For more information about Nevada State Investment Services, call (702) 855-4812.

The Private Bank by Nevada State Bank is an unincorporated division of Nevada State Bank that provides specialized banking services to significant net-worth clients. Nevada State Bank is a full service retail bank that has been chartered by the state of Nevada and is insured by the FDIC.

Nevada State Bank offers wealth management services through Contango Capital Advisors, Inc., which operates in Nevada as Nevada State Investment Services. Contango Capital Advisors is a registered investment adviser and a nonbank affiliate of Nevada State Bank and a nonbank subsidiary of Zions Bancorporation. Some representatives of Nevada State Investment Services are also registered representatives of Zions Direct, which is a member of FINRA/SIPC and a non-bank subsidiary of Zions Bank.

Investment products and services offered through Contango Capital Advisors, Inc. are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, Nevada State Bank, Zions Bancorporation or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.

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