Private Wealth Management Financial planning for women
With women’s wealth continuing to grow, a solid financial plan can be key to empowering your financial future.
As women’s wealth continues to grow, so does their influence on individual and family finances, and the world.
We aspire to be an advocate of women and their finances throughout their lives. That means we’re here to support you with advice that’s timely, information that’s useful and a relationship that’s lifelong.
Working with a dedicated Private Wealth Advisor who understands your priorities and goals, we can help you create a custom financial plan designed to fit your unique needs.
SPECIALIZED WEALTH STRATEGIES
Plan for the future
Having a solid financial plan that you can access, monitor and adjust can help empower your financial future. Your Private Wealth Advisor and their team of wealth specialists are ready to help you work toward the financial freedom you want:
- Creating and preserving wealth
- Achieving your desired lifestyle in retirement
- Donating to charity or engaging in philanthropic work
- Covering healthcare costs in retirement
- Optimizing taxes
- Obtaining financial security
MAKING IT ALL WORK
Today vs. tomorrow
Have you considered taking time out of the workforce, requesting a more flexible schedule or working reduced hours so you can raise children or care for your aging parents?
Moving in and out of careers can result in lost income, stifled career growth, less savings and potentially lower Social Security benefits. If you’re married, it can also mean increased vulnerability if a spouse dies or you divorce. If you decide to return to your career after time off, your advancement opportunities may be limited.1
While the well-being of your loved ones is a priority, it’s important to look at the short- and long-term impacts both financially and emotionally. You can achieve a better outlook if you weigh all of your options prior to making a decision.
MANAGING YOUR FINANCES
Financial decision making
As you work to build and maintain your wealth, consider what motivates you. Is it to:
- Be financially secure
- Be able to care for loved ones
- Help your children be more successful
- Open new opportunities or experiences
- Be able to buy the things you really want
Understanding the “why” behind creating wealth can help you make more thoughtful financial planning choices and be better prepared for your future.
WOMEN, MONEY AND INFLUENCE
Women promoting and supporting each other
We’re committed to the empowerment of women at all ages and wealth levels. The respect we show our female employees is reflected in the care and attention we give to you.
We offer resources, including educational content, online learning courses and interactive forums, to help you better manage your finances and share your experiences with other motivated, like-minded women.
Our services
Your vision, our expertise
Your Private Wealth Management team will help you design a custom wealth plan that brings together the right mix of products and services to fit your needs today without compromising your plans for the future. By analyzing your full financial picture—including legacy planning, investments, and banking—your advisor will help identify potential opportunities and manage risks effectively.
Explore our news and insights
Work-life balance for women: Tips for career growth or taking a career break
Beth Lawlor, president of U.S. Bank Private Wealth Management, offers seven tips for career success—as well as advice on crafting a fulfilling career break.
Women and investing: Building financial intelligence to make empowered investment decisions
Fewer women than men invest their money—but when they do, they tend to excel. Here are five ways women investors can feel more empowered about their investing decisions.
Retirement planning for women: How to plan for a successful retirement
A comprehensive financial plan can help you approach your retirement with confidence.
Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.