Zion s' Wealth Advisors.

• Position: SPONSORED SECTION: WEALTH MANAGEMENT

One South Main St., Salt Lake City, UT 84133 | (801)844-7700 | www.zionsbank.com/wealth-management

WHAT MAKES YOUR PRACTICE DIFFERENT FROM THE REST?

At Zions Wealth Advisors, we offer customized wealth management strategies to assist clients with building and managing their wealth through unbiased and objective advice. Our knowledgeable advisors work with a variety of clients including individuals, families, businesses, nonprofits and government entities. We provide local service and accessibility while utilizing the resources of our parent company, Zions Bancorporation.

We partner with Zions Bank officers to build strong relationships with our clients by providing a variety of services and a pristine level of customer service to exceed our client's expectations. Our team is dedicated to making a powerful and positive contribution to the communities we serve by uniquely positioning ourselves as a leader in delivering products and services that address the needs of our diverse clientele.

WHAT MAKES YOUR CLIENT EXPERIENCE UNIQUE?

Zions Wealth Advisors is dedicated to taking a client-centric approach by seeking to understand the goals and objectives of each client; we then recommend a well-suited strategy that attends to their unique needs. Wealth Advisors work as dedicated relationship managers surrounded by a team of sophisticated specialists. We operate in a highly collaborative team environment and are in constant communication with our specialists to ensure our clients' goals are being met.

DESCRIBE YOUR FIRMS' INVESTMENT PHILOSOPHY & RISK MANAGEMENT PHILOSOPHY.

We believe that asset allocation is a key influencer in shaping investment returns. At Zions Wealth Advisors we take a holistic approach in working with each client to develop an investment strategy that satisfies our goal to diversify our clients' portfolios. Ourfirm does this by creating custom-tailored accounts to address the needs of our clients while looking at a long term approach to investing by taking advantage of buying opportunities, keeping...