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  • Wealth Management

    Pursue your goals with U.S. Bancorp Wealth Management. We will partner with you to develop a wealth plan to address your needs now and into the future.

    Get started today to learn how our comprehensive product and service suite through U.S. Bank and U.S. Bancorp Investments can be customized for your unique goals.

    or call us at 844.330.6918

You and your family may benefit from our goals-based planning approach to investment, risk and cash management, insurance1, lending and trust and estate administration.

Select an option that may be right for you.

Your wealth journey simplified

Whether you‘re starting out or are already on your wealth journey, as an affluent individual or family who is committed to building wealth, we can offer you advice to help make key financial decisions.

Options for more complex wealth
needs

As a successful individual or family with complex financial interests and needs, we can offer you a wealth management approach tailored to your unique goals, aspirations and dreams for the future.

Re-envision wealth

As an individual or mutigenerational family with significant resources, we can offer you the highly personalized, comprehensive, integrated services you may need to potentially make an impact with your wealth for generations.

U.S. Bank provides comprehensive wealth management services including financial planning, investment management, trust and fiduciary services and private banking.

U.S. Bancorp Investments offers financial planning, insurance, investment and brokerage services.

U.S. Bancorp is the parent company of U.S. Bank and U.S. Bancorp Investments.

Contact us to learn more: 844.330.6918

New Logo, New Name

If you visit us often, you may have noticed we have a new logo. Our new name, U.S. Bancorp Wealth Management, highlights the important and growing role of Wealth Management at U.S. Bank and U.S. Bancorp Investments.

Early next year, look for more changes to our Wealth Management website. Although the site and other materials may appear different, our commitment to the highest levels of customer service remains unchanged.

Market & Economic Commentary (PDFs)

1Insurance products and services are provided by U.S. Bancorp Investments.

Investment products and services are:

Not a DepositNot FDIC InsuredMay Lose ValueNot Bank GuaranteedNot Insured by any Federal Government Agency

U.S. Bancorp is the parent company of U.S. Bank and U.S. Bancorp Investments.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Investments.

For U.S. Bancorp Investments, Inc.:

U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1.800.289.9999 or via http://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

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