Our wealth management approach

Bring your financial future into focus.  

A wealth plan can bring clarity to your financial life and help you prepare for life’s successes and uncertainties. We start by getting to know you and your unique needs, goals and passions. Then we partner with you to design a personalized plan that aligns with your vision for the future and brings your entire financial picture into focus. 

Graphic showing how U.S. Bank’s wealth management team provides you with both personal attention and specialized financial knowledge. Your relationship manager is supported by experts in banking, trusts, investments, wealth planning and insurance.

A single point of contact, supported by a team

Enjoy personal, one-on-one guidance from a trusted U.S. Bancorp Investments advisor plus access to specialized financial knowledge when you need it. You’ll partner with a wealth management professional who’s supported by U.S. Bank experts in areas such as investment management, banking, and trusts and estates. Our approach gives you the convenience of a single point of contact and the knowledge of an entire wealth team – all working together toward your unique goals.

U.S. Bank offers banking, trust, planning and investment support while U.S. Bancorp Investments focuses on investments, planning and insurance.

BENEFITS

 

Everyday benefits and rewards

You’ll have access to U.S. Bank banking benefits such as:

  • No fees on many everyday banking transactions, such as no ATM transaction fees with the Platinum Checking Package1
  • Higher limits for mobile check deposit, money movement, ATM withdrawals and purchases
  • Easy access to your accounts through online and mobile banking

 

Special products and pricing

Enjoy special U.S. Bank banking products and pricing including: 

  • Special pricing on checking and savings accounts and no monthly maintenance fees2
  • Special rates on deposit and lending products, including access to no-fee home equity lines
  • Custom credit products, including liquid asset secured loans

Flexible engagement and planning options

Engage U.S. Bancorp Investments on your terms:

  • Online access to wealth-planning tools and resources
  • Live support from your advisor-led team
  • Ongoing financial reviews to discuss opportunities and make adjustments

Wealth services for what matters most

Whatever your financial goals, from funding a child’s education to planning for retirement, our services can help you move forward.

  • Investment management 
  • Wealth planning
  • Trusts and estates
  • Banking
  • Insurance
  • Business owner advisory services
  • Charitable giving

U.S. Bank offers wealth planning, investment management, trust and estate administration, wealth management banking and specialty services. U.S. Bancorp Investments provides wealth planning, investments and insurance.

Explore our services

INSIGHTS

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Visit market news

How to set financial goals in 5 steps

Setting and working toward financial goals becomes easier when you reflect on your intentions.

Continue reading

How to maintain your lifestyle in retirement

Seven strategies that can help you work toward the retirement you want.

Continue reading