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.
Trust advisors
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.
Portfolio managers
Our portfolio managers create an investing strategy based on your financial needs and risk tolerance, and then provide ongoing portfolio oversight and adjustments.
Insights
Market news
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.
Take the next step
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 Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.
U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
For U.S. Bank:
Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and credit products 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.
Equal Housing Lender
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.
U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.
For U.S. Bancorp Investments:
U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.
Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License # 0E24641.
Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.
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 800-289-9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
U.S. Bancorp Investments Order Processing information.
Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.
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