Wealth management Wealth planning
Bring clarity to your financial life with a plan to help you create, grow and protect your wealth.
Envision your financial goals.
Picturing how you want to live and what you’d like to accomplish can help drive your financial choices. We’ll discuss your goals and aspirations to help you choose wealth strategies that meet your needs.
Together we’ll clarify your goals to:
- Create wealth. Begin your journey creating wealth through your business, job, inheritance or other ventures.
- Grow your wealth. Pursue potential asset growth with a wealth plan based on your goals and feelings toward risk.
- Protect your wealth. Help protect yourself and your family against the unexpected.
- Make an impact. Direct your assets toward the people and causes that matter most to you.
Create your wealth plan.
When you work with a dedicated financial professional, you’ll have a single point of contact to guide you, backed by a team of specialists. We’ll help you identify and prioritize your goals, and design a plan to work toward them.
We follow four steps in our wealth planning process:
- Engage with you. We identify what’s important to you, including your financial goals and ideal timing.
- Design your plan. With your unique goals in mind we design your wealth plan.
- Implement strategies. Together, we’ll implement strategies to help you work toward your wealth goals.
- Adapt to your needs. We monitor your plan’s performance and make adjustments based on your evolving goals.
Work your wealth plan.
Keeping track of your complete financial picture is easy when it’s viewable in one place. You’ll have secure access to your entire wealth plan, when and how you want it, through usbank.com.
Log in to get a single view of your accounts – even those you hold at other financial institutions – from one convenient dashboard. You can test wealth planning strategies, create what-if scenarios and benefit from other online planning tools.
With all your finances in focus, it’s easy to monitor progress toward your goals and make updates to your wealth plan as your needs evolve.
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.
Wealth Teams
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
Online investing for all
No minimum investment required
Comprehensive wealth management
Starting at $100,000 in investments or $250,000 total balances
Private wealth services
Starting at $3 million up to $75 million
Ultra high net worth & family office services
Starting at $75 million
Insights from our experts
Market news
Read our up-to-date reports on economic events and news from the markets.
Financial planning insights
Building the life you want starts with a plan. Explore smart financial planning strategies.
How to set financial goals
Setting and working toward financial goals becomes easier when you reflect on your intentions.
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.