James Kirk, CFP®
Private Wealth Advisor - U.S. Bank
Clients I specialize in: Business owners, Executives, Retirees
As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2000. I help clients succeed by getting them organized around their finances, aligning core values and goals with prioritized decision making and coordinating with other professional advisors to move forward on key action items.
I live in North Oaks, and serve clients in Minnesota, primarily. I enjoy spending time outdoors with my family, watching my children's sporting activities and traveling as time allows.
Request a callServices I specialize in
About Private Wealth Management
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.
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. Bank and its 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.
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.
U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.