Why Choose Us

Wealth management for your life

We offer an integrated wealth management approach that is focused on you and your unique needs. You gain access to the expertise of U.S. Bank, which provides banking, trust, planning and investments, as well as the resources of U.S. Bancorp Investments which delivers planning, investment, insurance and brokerage services. Together, we offer you a fully integrated client experience that can simplify your financial life and help you work towards your goals. And as your relationship grows, you'll have access to exclusive service levels, rewards and benefits.

We believe in putting people first

We are committed to being an ethical partner in your wealth journey. We focus on doing what we believe is best for you and your family’s financial health.

This includes our commitment to keeping your information safe. Our dedicated security team and 24/7 surveillance system means that we are always on guard to anticipate, address and help prevent security fraud. We’re constantly developing new, better ways to secure your data and create seamless digital banking experiences.

Flexible investment options

Whether your needs are simple or complex, as a wealth management client you have access to a full spectrum of financial life management services. You always have access to support when you need it – either in person, over the phone, or on your desktop or mobile device.

You also get the flexibility to invest your way, either with self-directed brokerage or Automated Investor through U.S. Bancorp Investments, or by getting one-on-one guidance from U.S. Bank or U.S. Bancorp Investments advisors over the phone or in person.

Decades of experience

U.S. Bank’s years of banking and trust and estate experience, along with U.S. Bancorp Investments’ wealth management expertise, give you access to guidance from seasoned thought leaders, as well as a vast library of timely insights on financial markets and the economy.