Create A Legacy

Plan for the future and ensure your family’s security. We work closely with you and your advisors to make retirement a pleasure. Our wealth management team can help you manage assets, implement tax minimization strategies, develop a wealth transfer plan and plan for guardianship.

Wealth Management Services for Clients of The Private Bank

Financial Planning

We help you develop a detailed framework for your goals. A long-term financial strategy provides clarity and peace of mind now, and security in the future.

Investment Management

Our conservative approach is complemented by innovative strategies to manage investments. We help you find the investment portfolio that best suits your long-term goals.

Private Banking

The Private Bank integrates advanced financial services into comprehensive solutions for every stage of your career and your life.

Trust and Estate

Protect your financial security today and for generations to come. Our services help you secure your future and manage your personal banking needs.

Philanthropic Services

Start a new family tradition. Invest in the community and take advantage of tax savings when you donate to selected charities using our innovative strategies.

Philanthropic Services from Zions Trust

Zions Trust, a Contango and Nevada State Bank affiliate, serves as the primary trust company for the Zions family of banks. It can help you plan charitable giving with your retirement and estate planning through the use of a charitable remainder trust. Learn More »

Personal Lending Services

Access our premium range of flexible, convenient credit options, including credit cards, customized personal loans and lines of credit through our specialized personal banking services.

Deposit Services

Deposit Services Increase your earnings while you manage your cash. Our deposit services are designed for maximum convenience and flexibility — to support your day-to-day banking needs while protecting your wealth.

Wealth Planning & Investment Management

Our innovative approach to wealth management combines creative solutions with conservative principles to maximize growth and ensure long-term security.

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.

Zions Trust Nevada State Bank offers trust services through Zions Trust. Zions Trust is a subsidiary of Zions First National Bank and an affiliate of Nevada State Bank.

The information presented is not intended to be and should not be construed as tax advice. It is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Neither Zions Trust, Nevada State Bank nor any of their affiliates engages in the business of providing tax advice. Clients should consult their tax professional regarding their personal situation prior to taking any action based upon this information.

Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Wealth Planning & Investment Management

Our innovative approach combines creative solutions with conservative principles to maximize growth and ensure long-term security.

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