Arizona Bank & Trust
Wealth Management Services (WMS)

There’s more to building a wealth management plan than simply putting money aside or choosing appropriate investments.

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Wealth Management

We deliver a strategic investment plan that meets your goals by balancing risk tolerance and financial needs. In the end, you’ll sleep well at night knowing your investments are hard at work building your net wealth without taking undue risks.

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Trust Services

One strategy to managing your wealth is through the use of a trust. Trusts can provide asset protection, maintain the level of complexity you are looking for, and offer broad flexibility for the assets included. Our team of experts will help determine if a trust is right for you, and if so, aid in the creation and execution.

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Financial Planning

Creating a plan is the first step to achieving your goals. Our experts take the time necessary to fully understand your financial goals and identify how we can build on your successes with a comprehensive plan using our Savvy Financial Planning software.

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Products offered by Wealth Advisory Services, Heartland Retirement Plan Services, not FDIC Insured, are not bank guaranteed and may lose value.