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<div>The role of a Private Wealth Management advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:</div>
<ul>
<li>Getting married or divorced</li>
<li>Starting a new business</li>
<li>Receiving an inheritance</li>
<li>Buying a vacation home</li>
<li>Nearing retirement</li>
</ul>
A Private Wealth Management advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Why should I work with a Private Wealth Management advisor?

The first meeting with a Private Wealth Management advisor is about whatever’s important to you. It’s an opportunity for you and your advisor to ask questions, talk about your long-term goals and current priorities, and get to know each other. This initial consultation is free.
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You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps.

What’s the first meeting with a Private Wealth Management advisor like?

Your Private Wealth Management advisor will confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:
<ul>
<li>What are your most important financial goals?</li>
<li>What concerns you about your finances?</li>
<li>Did you recently experience a major life event?</li>
</ul>

Do I need to bring anything to the meeting?

Our Private Wealth Management advisors serve clients who have a net worth of $3 million or more. Wherever you are in your wealth journey, however, U.S. Bank Wealth Management offers the advice and support you need. If Private Wealth Management isn’t the right fit for you, <a href="https://www.usbank.com/wealth-management/find-an-advisor/">search for an advisor or wealth specialist</a> who can help you work toward your goals.

What level of wealth do I need to work with a Private Wealth Management advisor?

A Private Wealth Management advisor will be happy to meet with you virtually or in person. It’s up to you.

Do you offer virtual or in-person meetings?

About our office

Which cities in {stateName} have Private Wealth Management offices?

Engaged in our communities

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Find an office

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Our leadership

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Where can I find a Private Wealth Management office near me?

Meet our Private Wealth Management team

We’re here to support your success today and amplify the impact of your wealth moving forward. With more than 40 years of financial advisory experience,&nbsp;we’ll work with you to design a strategy that brings your vision to life.
You’ll have a dedicated Private Wealth Advisor who’ll gather a team of experts including Private Bankers, Portfolio Managers, Trust Officers, Wealth Planners and others. You’ll enjoy the ease of working directly with your dedicated advisor – and the advantage of an entire team devoted to supporting your goals.

Support for your life and legacy

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