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 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 professionals offer wealth planning, investments, trust and estate administration, wealth management banking and specialty services.
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 can help you determine the right structure for your will, trust or entire estate plan.
Our portfolio managers create an investing strategy based on your financial needs and risk tolerance, and then provide ongoing portfolio oversight and adjustments.