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 Advisors. 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.

Find a wealth specialist

Benefits

Everyday benefits and rewards

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

  • Waived fees on many everyday banking transactions 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 Advisors 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

Build your financial future with confidence

Your financial goals are within reach. The next step is a conversation with a Wealth Management Advisor from U.S. Bancorp Advisors.

Find a wealth specialist

Not sure what to expect from your first meeting? Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your relationship with clarity.

Read our guide

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 Advisors offers:

  • Investment management
  • Wealth planning
  • Insurance

 

U.S. Bank provides:

  • Trust and estate services
  • Banking
Explore our services

Explore our news and insights

Market news

Read our up-to-date reports on economic events and news from the markets.

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Setting and working toward financial goals becomes easier when you reflect on your intentions.

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Seven strategies that can help you work toward the retirement you want.

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NEXT STEP

Find an advisor or wealth specialist
Call 844-872-4724
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  1. For more information about Smart Rewards®, please visit www.usbank.com/bank-accounts/checking-accounts/smart-rewards.html.

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Disclosures

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 Advisors is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Advisors.

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U.S. Bank, U.S. Bancorp Advisors and their representatives do not provide tax or legal advice. Your tax and financial situation are 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 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 Advisors, LLC.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate USBA Insurance Services.

For U.S. Bancorp Advisors:

Please refer to our disclosures and agreements.

Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A.

Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6011694. Products may not be available in all states.

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.