Your Financial Goals

Whatever your goals, we’re here to help.

What do you hope to achieve in life? It’s your unique journey and we’ll partner with you to craft the plan. From preparing for retirement to funding a child’s education to saving for a major purchase, we’ll help you gain the clarity and confidence you need to take the next step.

OUR SERVICES

Shape your future with wealth services and support.

Consider where you want to go and how our wealth management services and personal support can get you there. Our comprehensive services can help you address today’s needs and prepare for the future.

Wealth Teams

Where are you in your financial journey?

We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.

U.S Investments, From U.S Bancrop Investments

Online investing for all

No minimum investment required

U.S Wealth Managemnt, U.S. Bank U.S Bancrop Investments

Comprehensive wealth management

Starting at $100,000 in investments or $250,000 total balances

U.S Private Wealth Managemnt, U.S. Bank

Private wealth services

Starting at $3 million net worth up to $75 million

Ascent, Private Capital Mannagement of U.S. Bank

Family office services

Starting at $75 million net worth and above

Insights to guide your decision-making

The right information can help you be confident and in control of your financial life. Learn from our experts about how to successfully manage wealth and work toward your goals.

Financial perspectives

Explore investing strategies, retirement planning tips and other financial thought leadership to help you get ahead.

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

About brokerage and investment advisory services

To learn more about the differences between brokerage and investment advisory services and fees from U.S. Bancorp Investments, please read the Client Relationship Summary and Regulation Best Interest Disclosure.

Disclosures
Start of disclosure content

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.

Start of disclosure content

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.

Start of disclosure content

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.

Start of disclosure content

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.

Start of disclosure content

U.S. Investments is a marketing logo for U.S. Bancorp Investments Inc.