Wealth strategies tailored to your life
Our guidance is focused on wealth management for the long term, and we’re committed to collaborating with you as your needs evolve over time. Your Wealth Management team includes:
Wealth planning
Our wealth professionals from U.S. Bank and U.S. Bancorp Investments help guide clients through a flexible goals-based wealth planning process and ensure the focus is always on their client’s vision of success. Using the latest online technology, clients actively engage in the planning process.
Wealth Management Banking
U.S. Bank Wealth Management Bankers help develop personalized cash management strategies to assist in optimizing the daily management, preservation and growth of clients’ working capital. Products and services include: Cash and liquidity management, asset and liability planning and custom financing.
Business banking
U.S. Bank Wealth Management Bankers help businesses grow with financing strategies (partner buy-in or buy-out loans), payment processing tools (credit cards, electronic payment and tax services), and equipment leasing programs.
Trust administration
U.S. Bank Wealth Management Trust Advisors help protect and distribute clients’ assets according to their wishes. They also offer strategies to help protect a clients’ estate from potentially excessive taxation and transfer costs. Areas of expertise: revocable and irrevocable trust administration, estate administration, charitable giving strategies and business succession planning.
Insurance
Insurance professionals from U.S. Bancorp Investments assist with life, disability and long-term care insurance to help keep clients’ – and their family’s safe – even in the face of life-changing events.
Investments
Wealth Management Advisors from U.S. Bancorp Investments and Portfolio Managers from U.S. Bank use their expertise and understanding of the markets to help develop a personalized investment strategy based on a client’s needs, preferences, tax sensitivity, risk tolerance and time horizon.
carousel
From our advisors
“As your Wealth Management Advisor, I’ll bring our entire wealth team together to work with you as we navigate potential challenges and celebrate successes.”
LeAnn Erenberger, CFP®
Wealth Management Advisor
U.S. Bancorp Investments
“Navigating investment vehicles can be paralyzing. It brings me tremendous joy when I can help my clients work toward their goals.”
Greg Herrling, CFP®
Wealth Management Advisor
U.S. Bancorp Investments
“We build lifelong relationships with our clients and help them to feel confident about their financial future.”
Lei Warren
Wealth Management Advisor
U.S. Bancorp Investments
“As your Wealth Management Advisor I can help you plan for the expected, prepare for the unexpected and position your portfolio to work toward your goals.”
Max Isenhower
Wealth Management Advisor
U.S. Bancorp Investments
Equal Housing Lender