Wealth teams

Benefits of working with a wealth professional

Unbiased, objective advice to help you work toward your goals, save time and simplify your life.

A view of your entire financial picture to provide insights on actions you can take.

A single point of contact backed by a team of wealth specialists.

A personalized plan based on your needs, preferences, risk tolerance, tax sensitivity and time horizon.

Access to market news and analysis plus the latest wealth technology to help you manage your finances.

A dedicated wealth team that puts your interests first.

Find the right level of support for your needs.

As your assets grow, so does the complexity of your financial decisions. To stay organized and on track it can help to have a partner. Explore our wealth teams to find the right level of support for your needs.

Wealth Management by U.S. Bank and U.S. Bancorp Investments

Work toward the future you want with a financial plan that reflects your vision. You’ll benefit from a dedicated wealth management professional – your single point of contact – who’s supported by a full team of specialists. Our Wealth Management team offers services for those with $100,000 or more in investments or total balances starting at $250,000.

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U.S. Bank Private Wealth Management

What’s most meaningful to you, your family and your business? A dedicated Private Wealth Advisor will work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan. Our Private Wealth Management team serves clients with a net worth of $3 million to $75 million.

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Learn more about U.S. Bank Private Wealth Management

Ascent Private Capital Management® of U.S. Bank

Significant wealth can be an opportunity to drive lasting impact. From providing for loved ones to supporting positive change in the world, families with multigenerational wealth can build a legacy that grows over time. Ascent helps families with a net worth of $75 million or more to sustain success and extend it forward in meaningful ways.

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Wealth services and support available to all investors

Work by phone or digitally with our U.S. Bancorp Investments Wealth Management Advisory Center to create a financial plan to help shape your future. Our collaborative approach and proven process is supported by the latest wealth planning technology.

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