As a business owner, you’ve faced challenges along the way, and you’ve flourished. Your personal persistence, hard work and vision have been instrumental to your success.

As you face the challenges of today’s business climate, the perspective of a trusted professional can give you a competitive edge while also helping you work toward other financial goals that are important to you.

Your dedicated U.S. Bank Private Wealth Advisor will work with you to create a wealth plan, then collaborate with a team of professionals to help you make your plan a reality.

Specialized wealth strategies

Business financial planning

As you continue to grow your enterprise, we can help you make informed and strategic decisions regarding your financial questions, such as:

  • What are the risks in having the majority of my net worth tied up in my business? 
  • Do I have the right capital structure in place for my overall personal and business wealth? 
  • Do I have enough liquidity to take advantage of sudden opportunities or defend against risks associated with cash shortage? 
  • When is the right time to plan for an exit or business succession? 
  • Is it better to transfer my business to a family member or employees, or to sell to a strategic buyer?

Find the right balance

Personal financial planning

We can provide guidance on how to achieve your personal wealth goals, while helping you balance the needs of your business.

Our team offers a range of wealth advisory and planning services to help you make informed decisions. This may include an analysis of:

  • Personal assets and liabilities
  • Cash flow management
  • Potential tax consequences
  • Your investment plans
  • Charitable giving
  • Wealth transfer strategies

Business services

Addressing your business needs

We can also assess your business growth or transition opportunities. Your situation may involve more complex needs like:

  • Strategic business assessment
  • Growth opportunities
  • Business succession and exit options
  • Liquidity analysis and planning

Our services

Your vision, our expertise

With your goals in mind, your Private Wealth Advisor will design a custom financial plan that brings together the right mix of products and services to fit your needs. Select any of the following links to learn more about our services.

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Do you need a small business financial advisor?

Small business owners’ business finances are linked inextricably to their personal finances. A small business financial advisor can help take the stress out of small business financial planning.

Business valuation: Key factors and how to assess a business’s value

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

Life insurance for business owners: Should you have it?

Just as a personal life insurance policy aims to protect your loved ones, life insurance for business owners provides a safety net for your business and the people who power it.

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Disclosures

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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. 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.

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, 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.

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.