About our office

The Northern California 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, executives and philanthropists; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Tammi Griswold

Private Wealth Advisor

916-498-3420

Contact Tammi

Tim McGinnis

Private Wealth Advisor Managing Director

916-498-3441

Contact Tim

Taylor Toledo

Private Wealth Advisor

916-498-3865

Contact Taylor

Michael Turner

Private Wealth Advisor

916-498-3416

Contact Michael

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $6 million in U.S. Bank Foundation and corporate giving and 7,000 in volunteer hours. Our team is actively involved in providing support through the California Rural Indian Health Board, Placer Land Trust, United Way California Capital Region 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

Business succession planning: Keeping it in the family

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

Read article

3 steps to manage concentration risk in your portfolio

How to diversify a concentrated, and potentially risky, portfolio.

Read article