The legal and accounting professions  are challenging and demanding. You don’t always have enough time to devote to making important financial decisions that affect you, your family and the success of your firm.

Our highly skilled professionals can help you with your daily financial concerns and through significant financial “liquidity events,” such as IPOs, mergers and acquisitions, and real estate transactions.

Your Private Wealth Advisor will work with you to understand your professional and personal financial goals to create a customized wealth management  strategy. This can help keep you on track as you work towards your goals, while focusing your time on what is important to you.

Specialized wealth strategies

Business financial planning

In addition to working with you as an individual, we customize  financial services for your firm that are designed to increase productivity and help increase cash flow for your practice. We recognize that the size and revenues of an organization are two important factors when determining the right business strategies.

Based on your objectives, we’ll help you create:

Cash management strategies

  • Help you maximize your return on liquid assets
  • Effectively managing cash flow
  • Create a cash management approach

Credit strategies

  • Commercial real estate loans
  • Term financing for purchasing equipment and furniture
  • Operating lines of credit
  • Acquisition or merger loans
  • Letters of credit
  • A business credit card

Electronic payment processing strategies

  • Credit and debit payment needs 
  • Payment acceptance
  • Processing
  • Settlement
  • Accounting

Find the right balance

Personal financial planning

Separating your practice or firm’s business financing needs from your personal financial plan can be difficult. Your Private Wealth Advisor will help you find the right balance by conducting a thorough review of your income streams and overall financial goals. Together we’ll create a custom wealth  plan that may include:

  • Tailored loans and lines of credit so you can take advantage of unexpected opportunities or leverage your assets for additional liquidity
  • Investment management and trust services tailored to your life and objectives
  • A full range of deposit products

Specialized services

Custom banking and payment options

Strategies and expertise designed specifically for professionals and their firms include:


  • IOLTA accounts
  • Partner loans 
  • Treasury management services 
  • Credit facilities 
  • Payment processing


  • Partner loans 
  • Treasury management services 
  • Credit facilities 
  • Payment processing

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

What percentage of my portfolio should be in cash?

Cash and cash equivalents won’t provide the same level of returns as investments, but they still play an important role in your financial plan.

Investing insights

Access our latest thought leadership on investing.

Why insurance should be part of your financial plan

Insurance isn’t just about planning for life’s worst-case scenarios. It can and should play an active role in your financial plan.


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.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

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.