With the dramatic changes in the securities market over the past few years, investors are being reminded of the importance of such fundamentals as diversification, balance and discipline in creating successful investment strategies.

To assure you a depth of resources, we at Wealth Management augment our local investment management expertise by providing clients access to full service brokerage products through a partnership with UVEST Financial Services (Member NASD, SIPC).

After assessing your financial goals, risk tolerance, time horizon and tax situation, your Wealth Management professional develops a guide to the selection of specific asset classes and securities to be purchased. Professionals are licensed through UVEST, which provides access to a comprehensive suite of investment products designed to help you implement your plan.

Whether your financial goals include education, retirement, income or wealth preservation, the right advice and planning can make the difference between a missed opportunity and a goal achieved. Your Wealth Management professional will work closely with you to help you meet your financial goals.

Discount and online brokerage services are also available through UVEST.
Retail Brokerage and Insurance Services provided by, and Wealth Management Advisors are registered with UVEST Financial Services, member NASD/SIPC. UVEST and 1^st National Bank of Arizona are independent entities.
Some Insurance Services maybe provided by Mutual of Omaha Bank Insurance Services, LLC.