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, philanthropists and executives; 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

Stephen Foster

Private Wealth Advisor

415-677-3624

Contact Stephen

Tim McGinnis

Private Wealth Advisor Managing Director

916-498-3441

Contact Tim

Dustin Roberts

Private Wealth Advisor

408-918-4122

Contact Dustin

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 Alliance for Community Development, Guide Dogs for the Blind, Horizons Foundation 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

Should I sell my business?

Inform your preferred transition approach one answer at a time.

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How women are changing philanthropy

As women’s financial power continues to grow, so do their investments in the causes they care about.

Read article