U.S. Bancorp Wealth Management

Providing highly personalized private banking, investment management, trust and financial planning services to successful individuals and families.

Your Life, Simplified

Comprehensive financial management doesn’t have to be complicated.

When you choose U.S. Bancorp Wealth Management, you’ll work with a dedicated team of professionals who provide you with sound strategies and advice. U.S. Bancorp Wealth Management has everything you need, including:

  • A dedicated Relationship Manager backed by a team of professionals from throughout U.S. Bancorp
  • Financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank
  • Financial planning, investment management and brokerage and insurance services from U.S. Bancorp Investments
  • Access to your accounts by phone, online or in person
  • A suite of useful online and mobile account management tools

We provide everything you need to help you work toward your financial goals and simplify your financial life.

Investment products and financial services are provided through U.S. Bank and/or its affiliate, U.S. Bancorp Investments.

Find an Advisor or Private Banker

  • The investment management approach at U.S. Bank and U.S. Bancorp Investments is based on an advisory process that involves understanding your goals, risk tolerance and time horizon, then evaluating and making recommendations.

    Learn More

  • U.S. Bank has been providing trust administration for generations, assuring you access to experienced trust professionals.

    Learn More

  • We'll give you access to an exclusive bank within U.S. Bank and to a broad range of customized banking products and services, helping you manage your money with ease.

    Learn More

  • Helping protect your wealth is important. U.S. Bancorp Investments offers insurance services to help safeguard your assets.

    Learn More

“Call to Invest” and “Invest on Your Own” are services offered through U.S. Bancorp Investments.

Investment products and financial services are provided through U.S. Bank and/or its affiliate, U.S. Bancorp Investments.

U.S. Bancorp is the parent company of U.S. Bank and U.S. Bancorp Investments.

Investment products and services are:

Not a DepositNot FDIC InsuredMay Lose ValueNot Bank GuaranteedNot Insured by any Federal Government Agency

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

This information is not intended to serve as a recommendation or solicitation for the purchase or sale of any particular product or service. It does not constitute advice and is issued without regard to any particular objective or the financial situation of any particular individual.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.

Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.

Equal Housing Lender

For U.S. Bancorp Investments:

Investment products and services 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.

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# OE24641.

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 http://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.