Robert Wreggelsworth | Investment & Wealth | Boise, ID | U.S. Bancorp Wealth Management

Robert Wreggelsworth

CFP®
Wealth Management Trust Advisor
U.S. Bank

208.383.7142

Primary office
101 S Capitol Blvd
Boise, ID 83702

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About me

It is my pleasure to serve the financial needs of people in the Southwest Idaho area. I started in the financial industry in 2007 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Science degree in accounting from the University of Idaho, College of Business, and a Juris Doctorate degree in law from the University of Idaho, College of Law in Moscow, Idaho.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time being involved in the Boise Estate Planning Counsel,  I am also a member of the Tax Section of the Idaho State Bar. In my free time, I enjoy spending time with my family, upland bird hunting and horseback riding.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.