Private Wealth Management
Columbus

10 W Broad Street, 12th Floor
Columbus, OH 43215

Call 614-232-8005 Request a call

About our office

The Columbus 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 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

David Fisher

Private Wealth Advisor

937-332-8385

Contact David

Brian Sonby

Private Wealth Advisor

216-623-9295

Contact Brian

Daniel Toaz

Private Wealth Advisor

614-232-2234

Contact Daniel

Our Leadership

“Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.”

– Joseph D. Lombardo, Market Leader, New York Tri-State Area

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided nearly $1 million in U.S. Bank Foundation and corporate giving and 8,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, National Organization of Women Business Owners 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

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

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Strategic philanthropy: 3 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

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