Wealth Management – a partnership you can trust

Along with overall satisfaction, we also ranked #1 in trust; product and service offerings; problem resolution; and helping clients manage wealth how and when they want. Count on Wealth Management from U.S. Bank and U.S. Bancorp Investments as a trusted partner that supports your goals with flexible, full-service investing and banking expertise.

Client meetings

What you can expect

A relationship with value and rewards

Wealth Management from U.S. Bank and U.S. Bancorp Investments offer services for individuals, families and business owners at all wealth levels. And as our relationship grows, you’ll have access to exclusive service levels, rewards and benefits.

Benefits & rewards

You'll gain access to U.S. Bank Wealth Management banking benefits, special products and pricing, and flexible engagement and planning options.

Timely insights

To help you make informed decisions, we provide market updates and other timely insights tailored to your individual needs, plus access to a digital library of our thought leadership.

Exclusive events

You’ll benefit from entry to virtual events throughout the year that feature stories and life lessons delivered by television and film actors, authors, athletes, and industry thought leaders.

Explore a personalized-to-you financial plan with a wealth specialist. Your initial consultation is free.

How we can help

Services to shape your future

Learn more about the services we offer for every stage of your life.

Support when you need it

Experience personal guidance and access to benefits.

Insights to help you get ahead

Access thought leadership that helps you see opportunities and work toward your goals.

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  1. The J.D. Power Full-Service Investor Satisfaction Study measures overall investor satisfaction with full-service investment firms in seven dimensions (in order of importance): trust; people; products and services; value for fees; ability to manage wealth how and when wanted; problem resolution; and digital channels. Study results are based on experience and perception of investors surveyed January 2023 through January 2024, who may be working with a financial advisor from U.S. Bank or its affiliate, U.S. Bancorp Investments. Study results may not be indicative of future performance or results. The J.D. Power Full-Service Investor Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. For more information, visit Wealth Management Platform | J.D. Power (jdpower.com).

    For J.D. Power 2024 award information visit, jdpower.com/awards.

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

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

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

For U.S. Bank:

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

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

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through 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.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

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 https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.