U.S. Bank has been recognized as one of the 2025 World’s Most Admired Companies, ranking it number 2 in the Superregional Banks category.&lt;sup&gt;&lt;a title=&quot;Footnote 1&quot; id=&quot;returnTo_bodyNotes_1&quot; href=&quot;#footnote_region_1&quot;&gt;1&lt;/a&gt;&lt;/sup&gt;

For the 12th consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies&lt;sup&gt;&amp;reg;&lt;/sup&gt; by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices.&lt;sup&gt;&lt;a title=&quot;Footnote 2&quot; id=&quot;returnTo_bodyNotes_2&quot; href=&quot;#footnote_region_2&quot;&gt;2&lt;/a&gt;&lt;/sup&gt;

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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.
&nbsp;
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?

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PRIVATE WEALTH MANAGEMENT

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

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

Market News

Market news

Are you a beginning investor wondering where to start?  Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely. 

Investing Insights

Investing insights

Financial planning for major purchases and life goals is critical to successful wealth management. Whether you're buying a car, saving for college, buying a home or covering major unexpected expenses easily. U.S. Bank and U.S. Bancorp Advisors are here to help with financial planning each step of the way.

Financial Planning

Financial planning

Learn more about what steps to take today to secure your future financially for tomorrow. Get tips on how to plan, save and invest for retirement from U.S. Bank.

Planning for Retirement

Planning for retirement

Setting up a trust or beginning estate planning can be an emotional, confusing process. You are not alone. Let the knowledgeable administrators at U.S. Bank help you each step of the way.

Trust and Estate Planning

Trust and estate planning

U.S. Bank is committed to providing financial advice for women throughout their wealth journey. Explore women and wealth articles, insights and research. 

Women and Money

Women and money

A fresh look at managing cash and investments in today’s changing interest rate environment.

Cash Management and Investing Strategies When Interest Rates Are Changing

Cash management and investing strategies when interest rates are changing

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

Investment Options to Generate Income in Retirement

4 investment options to help generate retirement income

Use this retirement planning checklist with guidelines starting 10 years out to help you more efficiently prepare for the next phase of your life.

Retirement Planning Checklist

Retirement planning checklist

Determining how to maintain your lifestyle in retirement can be one of the most difficult financial questions to answer. These tips from U.S. Bank can help you work toward the retirement life you want.

How to Maintain Your Lifestyle in Retirement

How to maintain your lifestyle in retirement

If you’re thinking about selling your company, one of your first questions may be, “What is it worth?” These key factors can influence the perceived value of your business.

Business Valuation: Key Factors and How to Assess a Business’s Value

Business valuation: Key factors and how to assess a business’s value

Even if the sale of your business is years away, it’s never too early to start planning for it. Preparing well in advance can help you shift your mindset and get clarity on your objectives for the sale. 

Selling Your Business: 4 Key Issues to Consider

Selling your business: 4 key issues to consider

Just as a personal life insurance policy aims to protect your loved ones, life insurance for business owners can provide a safety net for your business and the people who power it.

Life Insurance for Business Owners

Life insurance for business owners: Should you have it?

Market volatility can occur suddenly, but rarely happens for no reason. A better understanding of its potential causes, along with a comprehensive financial plan, can help you keep your emotions amidst volatility in check.

How to Handle Market Volatility

How to handle market volatility

Wondering how taxes impact investment returns? Review the difference between fully taxable, tax-advantage and tax-free investment vehicles and accounts.

Impact of Taxes on Investment Returns

Impact of taxes on investment returns

When it comes to remarriage and finances, here are tips on what to plan for and thoughts on whether you should or shouldn’t combine finances.

How to Handle Second Marriage Finances

How to handle second marriage finances

The sandwich generation faces unique challenges when balancing financial support for parents and kids. U.S. Bank has tips for keeping your financial goals a priority while supporting children and aging parents.

Sandwich Generation Financial Planning Tips

Sandwich generation financial planning tips

Financial security is important to women, especially when it comes to having enough money for retirement. A comprehensive financial plan can help you approach your retirement with confidence.

Retirement Planning Steps for Women

Retirement planning steps for women

The great wealth transfer will shift $124 trillion to future generations. Learn how to prepare and maximize the advantages of this historic financial shift.

How to Prepare for the Great Wealth Transfer

How to prepare for the great wealth transfer: A $124 trillion shift

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.

Ways to Manage Concentration Risk in Your Portfolio

6 ways to manage concentration risk in your portfolio

Explore how equity-based pay, stock options and deferred compensation can affect your financial future and wealth-building strategies.

Equity Compensation: Stock Options and RSUs

Equity compensation: Assessing stock options and restricted stock units (RSUs)

A giving plan can help align your charitable donations with your values while also addressing the tax implications of your contributions.

Steps to Creating a Charitable Giving Plan

6 steps to creating a charitable giving plan

If you’re looking to make a direct, measurable impact with your philanthropy, a scholarship endowment can offer both tax benefits and essential educational opportunities to students.

Consider an endowed scholarship in your charitable giving

Consider endowed scholarships for charitable giving

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.

WI-001 Not-not-may: USBI or dual

U.S. Bank, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Your tax and financial situation are unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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WI-030 Bank heading

<img style="margin-bottom: 5.0px;" src="/content/dam/usbank/en/images/logos/logo-equal-housing-lender.svg" width="16" height="12" alt="home icon"> Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and&nbsp;subject to normal credit approval.

WI-118C EH Credit Products only

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Advisors, LLC.

WI-UB1014b Bank + USBA disclaimer

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.

WI-032c Bank insurance exclusion: Refers to USBA

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Brokerage and investment advisory products and services are offered by U.S.&nbsp;Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member <a data-linkType="inline" href="https://www.finra.org/" target="_blank">FINRA</a>&nbsp;/&nbsp;<a data-linkType="inline" href="https://www.sipc.org/" target="_blank">SIPC</a>, and subsidiary of U.S.&nbsp;Bancorp and affiliate of U.S.&nbsp;Bank, N.A.

WI-UB1001a USBA Brokerages/investment advisory

Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.

WI-UB1002a USBA Insurance products

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