Robert Stoltz | Financial Advisor | Mt Prospect, IL | U.S. Bancorp Wealth Management

in Mt Prospect Bob Stoltz

CRC®
Wealth Management Advisor
U.S. Bancorp Investments

847.259.0296

Primary office
940 E Rand Rd
Mt Prospect, IL 60056
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Complete this form and Bob Stoltz will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.

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About me

It is my pleasure to serve the financial needs of people in the Mt. Prospect, Palatine, Wheeling and Addison areas. My experience in the financial industry started in 1995. I hold a Bachelor of Arts degree in marketing from Illinois State University in Normal, Illinois.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. 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 time volunteering for youth baseball and youth wrestling. In my free time, I enjoy fishing, golfing and watching my kids' sporting activities.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

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.