I’m exploring opportunities.

As an experienced investor, you’re well on your way to reaching your goals – but there may be potential to do even more.

Optimize my wealth

I want a second opinion.

A review of your plan can help protect against the unexpected, so you feel confident and on track toward your goals.

Protect my wealth

I’m new to investing.

If you’re early on in your wealth journey, the decisions you make today can lay the groundwork for a secure, fulfilling future.

Grow my wealth

Gain more clarity and confidence.

In today’s volatile bull market, having a solid financial plan is more critical than ever – whether you’re an experienced or new investor. With stocks at all-time highs, more interest rate cuts likely coming and possible tax hikes next year, now’s the time to make sure your strategy is sound.

Let us help ensure you’re set up with a plan that aligns with your goals. Call 855-270-5282 to schedule a free, no-obligation conversation.

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Optimize my wealth.

You’ve achieved financial success and security, but are there untapped opportunities you should consider? Gain clarity and fresh insight into your options with a complimentary portfolio review.

With both today’s market and your long-term plan in mind, we’ll help you explore possibilities to:

  • Enhance portfolio growth opportunities by diversifying through private market strategies.
  • Take advantage of the potential tax benefits associated with high-yield municipal bonds.
  • Capture differentiated cash flows in trust portfolios with insurance-linked securities.
  • Fine-tune your tax and estate plan to help secure your legacy.

Could your portfolio work even harder for you? Call 855-270-5282 to schedule a free, no-obligation conversation.

Couple looking over finances
 

Protect my wealth.

You’ve worked hard and tried to make smart choices to help protect your wealth. But are you sure your plan is on track? A second opinion can confirm you’re on the right path, or identify gaps and growth potential.

Give us 30 minutes. We’ll review your wealth plan and look for opportunities to:

  • Enhance growth strategies while reducing exposure to downside market risk.
  • Leverage fixed income strategies for tax efficiency and income generating potential.
  • Optimize cash holdings to help boost returns and help you meet your financial goals.

Want the peace of mind that comes with confidence? Call 855-270-5282 to schedule a free, no-obligation conversation.

Couple looking over finances
 

Grow my wealth.

Creating a wealth plan and working towards your goals doesn’t have to be hard. Talking to someone who can help you make good decisions – in the current market and beyond – is a smart place to start.

Let’s meet to discuss your needs today and laying a foundation for your future. We’ll help you:

  • Clarify what you want to achieve, then turn those priorities into an actionable plan.
  • Look beyond your 401k to other high-potential investing options.
  • Grow your financial know-how, to help you live your best life now and in the years ahead.

Ready to take control of your financial future? Call 855-270-5282 to schedule a free, no-obligation conversation.

J.D. Power award

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.

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Disclosures

  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.

Alternative investments very often use speculative investment and trading strategies. There is no guarantee that the investment program will be successful. Alternative investments are designed only for investors who are able to tolerate the full loss of an investment. These products are not suitable for every investor even if the investor does meet the financial requirements. It is important to consult with your investment professional to determine how these investments might fit your asset allocation, risk profile and tax situation.

Investments in high yield bonds offer the potential for high current income and attractive total return, but involve certain risks. Changes in economic conditions or other circumstances may adversely affect a bond issuer’s ability to make principal and interest payments.

Reinsurance allocations made to insurance-linked securities (ILS) are financial instruments whose performance is determined by insurance loss events primarily driven by weather-related and other natural catastrophes (such as hurricanes and earthquakes). These events are typically low-frequency but high-severity occurrences. In exchange for higher potential yields, investors assume the risk of a disaster during the life of their bonds, with their principal used to cover damage caused if the catastrophe is severe enough.

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.

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.

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