Private Wealth Management
Beverly Hills

9420 Wilshire Blvd, Suite 150
Beverly Hills, CA 90212

Call 310-228-6047 Request a call

About our office

The Beverly Hills team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, corporate executives and modern families; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Kyle Dunphy

Private Wealth Advisor

213-615-6404

Contact Kyle

Clinton Hodges

Private Wealth Advisor

213-615-6232

Contact Clinton

Our Leadership

“Truly connecting with clients and building long-term relationships is the most rewarding part of my job. I firmly believe that before we ask for the privilege of working with a client, we need to show them how much we care.”

– John Sinnema, California Regional Executive

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $9 million in U.S. Bank Foundation and corporate giving and 11,000 in volunteer hours. Our team is actively involved in providing support through the California Science Center, YMCA, Boys and Girls Clubs, Pacific Symphony and others.

Beverly Hills community involvement

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

Should I sell my business?

Inform your preferred transition approach one answer at a time.

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Strategies for navigating family financial conversations

Talking with loved ones about money can be complex. Here are some strategies to navigate the topic with tact as you plan your family’s financial future.

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