. Main Menu Login 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. Enroll in Savvy® Financial Planning. Enroll Login to Savvy® Financial Planning. Login Who We Are What We Do How We Are Different Resources 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. More about: Wealth Management 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. More about: Trust Services 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. More about: Financial Planning Products offered by Wealth Advisory Services, Heartland Retirement Plan Services, not FDIC Insured, are not bank guaranteed and may lose value. Personal Checking Personal Savings Switch Kit Personal Fee Schedule Small Business Checking Private Client Business Fee Schedule Fraud Center Careers FAQs Privacy Policy Social Media Terms of Use Search Search ©2021 Arizona Bank & Trust.