About our office

The Bismarck 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 knowledge working with business owners, retirees and philanthropists; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Shannon Guarcello

Private Wealth Advisor

701-222-6275

Contact Shannon

Terri Trantow

Private Wealth Advisor Managing Director

920-436-5540

Contact Terri

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in North Dakota, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 9,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement and others.

Community involvement for Private Wealth Management Bismarck, ND office.

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

Impact of taxes on investment returns

Understanding your portfolio’s tax characteristics is a step toward more efficient investing.

Read article

5 factors that can affect business valuation

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

Read article