Our wealth management team
Financial advisors and private wealth advisors
Our wealth planning professionals will help create a financial plan that meets your needs now and into the future.
Wealth management advisors
Our financial advisors from U.S. Bancorp Investments will coordinate a breadth of resources to help meet your wealth management needs.
Private wealth advisors
Our wealth advisors from U.S. Bank support individuals or families with significant wealth and complex planning needs. Your advisor will work with our wealth specialists to create your custom financial plan.
Wealth management specialists
Based on your needs and goals, your financial advisor will work with other U.S. Bank wealth specialists to create a customized wealth plan. Our U.S. Bank wealth specialists offer investment portfolio management, trust and estate services, and wealth management banking strategies.
Wealth management bankers
Our wealth management bankers develop strategies that complement your financial plan. They provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
Providing for loved ones and the causes that matter most to you takes thoughtful planning. Our trust advisors, working with your legal counsel, can help you with your trust and estate needs.
Our portfolio managers create an investing strategy based on your financial needs and risk tolerance, and then provide ongoing portfolio oversight and adjustments.
Stay informed with our up-to-date reports on economic events and news from the markets.
Trust and estate planning tips
Learn about types of trusts, choosing a trustee, how to involve your family and more.