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The benefits of working with a wealth professional

Partnering with a wealth management professional starts with a conversation about your priorities and goals. What are your immediate needs? What are your financial goals now and in the future? Based on what matters most to you, your wealth management professional will provide guidance and develop a personalized plan that fits your unique needs and situation.


As your life changes, your wealth professional will work with you to make adjustments to help keep you on track. You’ll benefit from the latest technology to manage your finances, as well as ongoing insights on markets and investing, along with a range of other topics.

Finding the right wealth professional

Advisors and bankers each play an important role in creating your wealth plan.

Wealth Management Advisors

Wealth Management Advisors from U.S. Bancorp Investments and U.S. Bancorp Advisors, or Private Wealth Advisors from U.S. Bank Private Wealth Management can work with you to develop an overall wealth and investment plan, and help ensure all aspects of your plan align with your goals.


Additional information on licensed Wealth Management Advisors can be found at FINRA BrokerCheck.

Wealth Management Bankers

U.S. Bank Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning. Based on your needs and goals, your advisor or banker will work with other U.S. Bank wealth specialists to provide additional expertise like trust and estate services and portfolio management.

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FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your advisory relationship with clarity.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.

If your location (city or state) isn’t listed, you can work with an online U.S. Bancorp Advisors professional by making a virtual appointment. The financial advisors at Wealth Connect can help with your planning needs.

Alternatively, you can request a call and a financial advisor will get back to you.