The benefits of working with a wealth professional
Partnering with a wealth management professional starts with a conversation about your priorities and goals. What do you want to achieve, now and into the future? Based on what matters most to you, your wealth management professional will develop a personalized plan that fits your unique needs and situation.
As your life changes, your wealth professional will keep the conversation going with recommendations for your wealth plan, market news and analysis, and access to the latest wealth technology to help you manage your finances.
Finding the right wealth professional
Advisors and bankers each play an important role in creating your wealth plan.
Wealth Management Advisors from U.S. Bancorp Investments or U.S. Bank Private Wealth Advisors can work with you to develop an overall wealth and investment plan, and help ensure all aspects of your plan align with your goals.
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.
U.S. Bank has been recognized as one of the 2023 World’s Most Admired Companies. Our quality of management, commitment to our people and investment in social responsibility ranked No. 1 in the industry for superregional banks.
For the 9th consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices.
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Trust and estate planning tips
Learn about types of trusts, choosing a trustee, how to involve your family and more.
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.
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.
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. Each individual's 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.
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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.
U.S. Bank named one of the “World’s Most Ethical Companies®” Ethisphere Institute, February 2023 (also 2022, 2021, 2020, 2019, 2018, 2017, 2016 and 2015); for more information about the ‘World’s Most Ethical Company’ designation and scoring methodology, please visit www.worldsmostethicalcompanies.com.
“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.
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 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.
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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.
Industry executives, directors, and analysts from 680 companies, including 12 superregional banks, with a minimum of $10 billion in annual revenue were surveyed by Korn Ferry in collaboration with Fortune Magazine. Survey responders rated their industry peers who paid a fee to be considered on nine criteria: management quality, people management, use of corporate assets, financial soundness, investment value, social responsibility, innovation, quality of products/services, and global competitiveness. Rankings were determined by an aggregate of how peers ranked the company in each of the key attribute categories. Companies that scored in the top half of their industry were recognized. Get more detail about the selection methodology.