About our office

The Missoula 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 wealth builders; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

James Day

Private Wealth Advisor Managing Director

406-657-8085

Contact James

Grant Hansen

Private Wealth Advisor

406-523-2303

Contact Grant

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Montana, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 4,000 in volunteer hours. Our team is actively involved in providing support through the United Way of Missoula County, University of Montana School of Law and the Montana Tax Institute, Habitat for Humanity of Missoula County and others.

Community involvement

Our services

 

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

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

3 transition strategies for family business succession

Planning ahead may potentially ease the transition of your family business to the next generation without a major tax hit.

Read article

3 retirement withdrawal strategies

You’ve worked hard to save money for retirement, but do you have a plan in place for spending it?

Read article