Comprehensive suite of wealth management services

You get end-to-end wealth management services with U.S. Bank and U.S. Bancorp Advisors. Discover how we can help you work toward your wealth goals.

Investment management

How will you weather market unpredictability while keeping an eye on long-term growth? The U.S. Bank Asset Management Group creates investment strategies for a wide array of investors. Using thoroughly vetted, non-proprietary investment products, we’ll help create a diversified portfolio that reflects your unique goals and risk tolerance.

Wealth planning

Bring clarity to your financial life and gain the confidence to achieve what you want. Learn how U.S. Bancorp Advisors and U.S. Bank can help. Our financial professionals will collaborate with you to design a plan that helps you create, grow and protect your wealth.

Trusts and estates

Support the people and causes you care about for generations to come with our U.S. Bank trust and estate services. We’ll partner with you and your legal and tax advisors to create a forward-thinking estate strategy that reflects your values and can have a lasting impact on your family and community.

More wealth management services

Your financial needs are unique and likely to change over time. We have you covered with a full range of flexible wealth management services and products. 

Banking

Manage your money with customized banking services from U.S. Bank. We offer a full range of banking products, financing options and exclusive benefits.

Insurance

Protect what matters with life, disability and long-term care insurance through U.S. Bancorp Advisors’ personalized insurance strategies.

Charitable giving

Maximize the impact of your charitable giving to support the causes that are most important with giving strategies from U.S. Bank Wealth Management.

Build wealth your way

How we can work together

Whether you want personalized guidance or to invest on your own, we have options to meet your needs.

Personalized guidance

Understanding your goals and making sense of your finances is our starting point for your personalized guidance. Wherever you are in your financial journey, we’ll tailor a strategy to help you work toward your financial goals with confidence.

Invest on your own

Trade stocks, bonds, mutual funds, ETFs and more online with U.S. Bancorp Advisors. You will have complete freedom to build and manage your own portfolio using our comprehensive resources and tools.

About brokerage and investment advisory services

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

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Disclosures

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 Advisors is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Advisors.

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

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.

For U.S. Bancorp Advisors:

Please refer to our disclosures and agreements.

Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.

Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.

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.