Bank of Tucson - Online Banking

Internet Banking

Cash Management

4400 East Broadway
Tucson, AZ 85711
Tel: (520) 321-4500
Fax: (520) 321-1956

825 N. Grand Ave Suite 104
Nogales, AZ 85621
Tel: (520) 397-9220
Fax: (520) 397-9225

About Wealth Services

Bank of Tucson distinguishes itself in the southern Arizona community with an emphasis based on the relationship we provide, and introducing you to new services that will help you enhance or begin your wealth building.

Capitol Wealth Advisors commitment is to assist you in expanding your objectives, taking advantage of a professional financial advisor who is dedicated solely to creating long-term financial independence for you, your family and your business.

We expect to achieve your goals and objectives by:

Personally evaluating your current needs and objectives
Prioritizing the steps in building or enhancing wealth
Delivering the right services with the best value to your financial portfolio

Simply put.. "our goal is to provide a rewarding experience for you-today and into the future"

You can choose from our complete program for wealth management:

Investment management (retirement planning, portfolio analysis, 401k, IRA, 529 college plans, self directed IRA’s)
Brokerage (online trading, full-service sales and trading components)
Insurance (term, whole, universal life; annuities; long term health care)
Financial and tax planning*
Trust (services to be offered through a preferred service provider)

Online Trading
Cash Management
Glossary of Financial Terms

Our Partners:

Online Tools:

PAL
(Portfolio Account Link)

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View PRIMEVEST privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

* For a comprehensive review of your personal situation, consult your tax Advisor. Neither PrimeVest, nor any of its representatives, may give tax advice.

Mutual Funds, Variable Annuities and UITs are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.