Work with an Advisor

How we work

Understanding your goals and providing personalized service are the cornerstones of our approach to working with you. Working with us means you will have a dedicated wealth management professional with access to a full team of specialists. We will work with you to create a wealth strategy customized to your goals.

Personalized guidance

It’s our priority to help you manage your finances as easily and seamlessly as possible. Your team works with you to meet your needs when and where it’s best for you. For additional assistance, you also have around-the-clock support from our dedicated call center.

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.

Access on your terms

We make it convenient to get all your wealth management needs met in one place. Our desktop and mobile banking options allow you to manage your money, deposit checks, pay bills, and transfer money from anywhere, easily and securely.

You have access to insurance and comprehensive investment management services from U.S. Bancorp Investments, and premier banking benefits and trust and estate services from U.S. Bank.

Find an advisor

Specialized wealth management services

Wealth Management by U.S. Bank and U.S. Bancorp Investments

U.S. Bank Private Wealth Management

Ascent Private Capital Management of U.S. Bank