Bring your financial future into focus.

A wealth plan can bring clarity to your financial life and help you prepare for life’s successes and uncertainties. We start by getting to know you and your unique needs, goals and passions. Then we partner with you to design a personalized plan that aligns with your vision for the future and brings your entire financial picture into focus.

A single point of contact, supported by a team

Experience personal, one-on-one guidance from a trusted Wealth Management Advisor from U.S. Bancorp Investments. Your advisor will partner with U.S. Bank wealth specialists in areas such as banking, and trusts and estates, to help you create a complete wealth plan. Our approach offers the convenience of a single point of contact and the knowledge of an entire wealth team – all working together toward your unique goals.

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Benefits

Everyday benefits and rewards

You’ll have access to U.S. Bank banking benefits such as:

  • Waived fees on many everyday banking transactions, such as no ATM, overdraft or wire transfer fees with U.S. Bank Smart Rewards® and a U.S. Bank Smartly® Checking account1
  • Higher limits for mobile check deposit, money movement, ATM withdrawals and purchases
  • Easy access to your accounts through online and mobile banking

Special products and pricing

Enjoy special U.S. Bank banking products and pricing including:

  • Special pricing on checking and savings accounts and no monthly maintenance fees1
  • Preferred rates on deposit and lending products, including discounts on mortgage closing costs and access to no-fee home equity lines1
  • Custom credit products, including liquid asset secured loans

Flexible engagement and planning options

Engage U.S. Bancorp Investments on your terms:

  • Online access to wealth-planning tools and resources
  • Live support from your advisor-led team
  • Ongoing financial reviews to discuss opportunities and make adjustments
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Wealth services for what matters most

Whatever your financial goals, from funding a child’s education to planning for retirement, our services can help you move forward.

U.S. Bancorp Investments offers:

  • Investment management
  • Wealth planning
  • Insurance

 

U.S. Bank provides:

  • Trust and estate services
  • Banking
Explore our services

Insights from our experts

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Disclosures

  1. Assumes qualification at the Smart Rewards® Pinnacle Tier. For more information about Smart Rewards®, please visit www.usbank.com/bank-accounts/checking-accounts/smart-rewards.html.

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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. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

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U.S. Bank, U.S. Bancorp Investments 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.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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For U.S. Bank:

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

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.

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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.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

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.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.