Financial Planning
Put a plan in place to achieve your goals, with guidance from our Financial Planning professionals.
Find out what’s special about Amegy Bank Wealth Management
Our wealth management professionals integrate your objectives, risk tolerances, and liquidity needs to develop an effective plan for your future.
FINANCIAL PLANNING
Short term. Long term. On your terms.
Financial planning can include:
- Retirement and income planning
- Risk management planning
- Legacy and estate planning
- Education planning
- Business succession planning
- Cash flow planning
- Philanthropic strategies
- Incentive compensation planning
Let the planning relationship work for you
Build More Wealth
Don’t simply store away money. Put a plan in place to make informed decisions aimed at speeding up the wealth-building process. Create your financial future with Amegy Premier Wealth Management.
Feel Confident about Retirement
You’ve spent a lifetime building your wealth, take the time to plan for what’s next.
Tax Efficiency
An effective wealth management strategy incorporates careful tax planning.
Independent Advice
Our advice is specific to your needs and goals and is conflict free.
Market Insights
Didn’t find what you were looking for? Consider these other Wealth Management services:
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800-287-0301
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Trust & fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Investment products and services 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 or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested. 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, Zions Bank are divisions of Zions Bancorporation, N.A.