Private Wealth Management in Rochester, MN

About our office

The Rochester team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with doctors, executives and women; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Michelle Dobson

Private Wealth Advisor, 507-285-7947

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Contact Michelle

Our leadership

I am passionate about helping our team members take care of our clients in the best way possible.

Amit Poddar, National Regional Executive

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Minnesota, we've provided $31 million in U.S. Bank Foundation and corporate giving and 168,000 in volunteer hours Our team is actively involved in providing support through organizations like United Way, Jeremiah Project, Salvation Army, Volunteer Income Tax Assistance, and Legal Assistance of Olmsted County Wills Clinic.

Insights from our experts

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

How to prepare for the great wealth transfer

A great wealth transfer is coming, and it’s important to plan now for any inheritance. Get tips from U.S. Bank on how to maximize the advantages of this financial windfall.

6 ways to manage concentration risk in your portfolio

Owning too much of any one stock can be detrimental to your investment portfolio’s performance. Here are six strategies that can help you reduce your exposure to concentration risk.

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, U.S. Bancorp Advisors 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:
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 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.