The relationship between you and your Private Wealth Advisor is the foundation of your wealth journey. Your advisor will begin by focusing on you and gaining insight into what’s most important – your hopes, passions, aspirations and dreams.

We understand the complexity, responsibility and opportunity that come with greater wealth. Your advisor will help you prioritize your financial objectives, so they align with your unique goals. Together, we’ll create a plan that’s designed to grow and preserve your wealth so you can focus on what matters most.

Proven team model

A personal relationship – with access to countless experts

Your Private Wealth Advisor will be your single point of contact who will guide you through the financial planning process. After working together to understand your objectives and priorities, your advisor will collaborate with a team of professionals specializing in planning, investments, trusts and banking to create your custom wealth plan. You’ll enjoy the ease of working directly with your dedicated advisor and the advantage of having an entire team devoted to helping you meet your financial goals.


The private wealth difference

  • Private Wealth Management Client Services – personal, on-call support when you need it
  • Preferred loan pricing and customized credit solutions
  • Premium pricing for cash and money market deposits
  • Free incoming wire transfers 
  • Access to an exclusive credit card
  • Fee-free ATM withdrawals
  • Online access to your accounts with wealth-planning tools and resources
  • Ongoing financial reviews to discuss new opportunities, consider future goals and make adjustments

Our clients

Specialized wealth strategies

Our Private Wealth Management teams have diverse skill sets to address your wealth needs from many different angles. We recognize that certain professions or even certain life stages can have specific impacts on your wealth plan. Because of that, we tailor our advice to the unique opportunities and challenges you may face. Leverage our expertise to bring the right resources together and create your customized wealth plan.

Featured clients

Business owners

Much of your personal wealth is likely tied to your business, a scenario that presents both opportunities and challenges. We can create a financial plan that helps protect your personal and professional financial interests.


Executives in corporate environments may need extra planning, especially when weighing compensation package options. We’ll help you identify opportunities while considering stock exercise options, tax implications and other factors that may impact your financial goals.

Modern families

No two families are exactly alike, but we’ve found that certain family structures have similar planning considerations. Single parents, same-sex couples, multigenerational homes – each brings its own challenges and opportunities. Our teams can help you create a specialized and sound financial plan.

Our services

Your vision, our expertise

With your goals in mind, your Private Wealth Advisor will design a custom financial plan that brings together the right mix of products and services to fit your needs. Select any of the following links to learn more about our services.

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

Insights from our experts

Investing insights

Access our latest thought leadership on investing.

3 steps to creating a charitable giving plan

Meaningful giving starts with a purposeful plan that aligns your wealth planning with your values.

Women, money and influence

Learn to build your financial power and discover how U.S. Bank is personalizing financial planning for women.


Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

For U.S. Bank:

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.