Private wealth management
Financial planning for women

Request a call

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

Statistically, women today are more educated, marry later and manage their own finances more actively than in the past. Forty-four percent of women with a private net worth of $100,000 are self-made.2 Forty percent of U.S. businesses are owned by women.3

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. Forbes magazine has named U.S. Bank to its 2020 Best Employers for Women list, which covers factors including workplace culture, pay equity and more. 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

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

 

Women and wealth: How to make the most of your money

Women have more money and power than ever before. Our research tells us they aren’t getting the most out of it.

Read article

Women and wealth: Exploring the gender gap

We explore how and why men and women approach money differently.

Read article

Women and wealth: A look at generational differences

Our research shows that, when it comes to how women engage with their money, age matters.

Read article