About our office

The Iowa City 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.

Map of Private Wealth Management Iowa City location.

Meet our Private Wealth Advisor

Portrait of Emma Haxmier.

Emma Haxmeier

Private Wealth Advisor
319-356-9048

Bio page Contact Emma

Our leadership

Portrait of Market Leader, Troy Smith.

“Proper planning allows us to understand your goals and help you fully experience life.”

 

– Troy Smith, Market Leader - Iowa, Nebraska, North Dakota and South Dakota

Community involvement for Private Wealth Management Iowa City, IA office.

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Iowa, we've provided $5 million in U.S. Bank Foundation and corporate giving and 21,000 in volunteer hours. Our team is actively involved in providing support through the Community Foundation of Johnson County, United Way of Johnson & Washington Counties, Iowa Valley Habitat for Humanity, American Heart Association’s Go Red for Women, Junior Achievement, the Iowa Women’s Foundation and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

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

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Tax-smart giving: Qualified charitable distributions & gifting stock

Qualified charitable distributions and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.

Read more

Managing retirement cash flow during market downturns

Investment markets can be unpredictable, but a downturn doesn’t have to be a threat to your retirement.

Read article

Disclosures

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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.