About our office

The Bozeman 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, retirees, and wealth builders; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

James Day

Private Wealth Advisor Managing Director

406-657-8085

Contact James

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Montana, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 4,000 in volunteer hours. Our team is actively involved in providing support through the Bozeman Health Foundation, Museum of the Rockies, The Sweat Pea Festival, Gallatin History Museum and others.

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

Address these 4 issues before selling your business

Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.

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Retirement planning checklist

Review 11 important factors that can affect how you plan for retirement.

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