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.

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Award-winning, full-service investing

Ranked #1 in Investor Satisfaction with Full-Service Wealth Management Firms.1 


Also ranked #1 in Trust.

The J.D. Power study, which released on March 21, 2024, was based on investors surveyed from January 2023 to January 2024, who may be working with a financial advisor from U.S. Bank or its affiliate, U.S. Bancorp Investments. Use of study results in promotional materials is subject to a license fee.

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.

Our wealth management approach

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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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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Disclosures

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  1. The J.D. Power Full-Service Investor Satisfaction Study measures overall investor satisfaction with full-service investment firms in seven dimensions (in order of importance): trust; people; products and services; value for fees; ability to manage wealth how and when wanted; problem resolution; and digital channels. Study results are based on experience and perception of investors surveyed January 2023 through January 2024, who may be working with a financial advisor from U.S. Bank or its affiliate, U.S. Bancorp Investments. Study results may not be indicative of future performance or results. The J.D. Power Full-Service Investor Satisfaction Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. For more information, visit Wealth Management Platform | J.D. Power (jdpower.com).

    For J.D. Power 2024 award information, visit jdpower.com/awards.

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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.