Private Wealth Management in Cincinnati, OH

About our office

The Cincinnati 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 retirees, business owners and executives; 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.

Meet our Private Wealth Management team

Jane Boerger

Private Wealth Advisor 513-762-8933

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Contact Jane

Julie Broadwell

Private Wealth Advisor 513-632-2584

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Contact Julie

Tommy Grace

Private Wealth Advisor 513-639-2666

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Contact Tommy

Bryan Havighurst

Private Wealth Advisor 513-632-4352

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Contact Bryan

Andrew Hilton

Private Wealth Advisor 513-632-2583

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ALANA HUGHES

Private Wealth Advisor Partner 513-632-5529

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Jeff Kruse

Private Wealth Advisor 513-632-5561

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Contact Jeff

Melissa Marsh

Private Wealth Advisor 513-632-4459

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Contact Melissa

CHRISTINE SCHAUB

Private Wealth Advisor 513-632-2527

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Contact CHRISTINE

Our leadership

“Our Tri-State, Indiana and Ohio teams are committed to creating genuine connections with our clients and community.”

Joseph D. Lombardo, Market Leader, Ohio and New York Tri-State Area

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $5 million in U.S. Bank Foundation and corporate giving and 48,000 in volunteer hours Our team is actively involved in providing support through Junior Achievement, National Organization of Women Business Owners and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

4 investment options to help generate retirement income

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.

Business exit strategy: Preparing to sell your business

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

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, U.S. Bancorp Advisors 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:
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
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.