Wealth planning focused on you

Live today as you plan for your future. Our goals-focused approach sheds light on your priorities and creates a personalized financial plan that can help you realize the future you envision.

Asset Allocation

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.
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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:

  1. Engage with you. We identify what’s important to you, including your financial goals and ideal timing.
  2. Design your plan. With your unique goals in mind we design your wealth plan.
  3. Implement strategies. Together, we’ll implement strategies to help you work toward your wealth goals.
  4. 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.

Build wealth your way

How we can work together

Whether you want personalized guidance or to invest on your own, we have options to meet your needs.

Personalized guidance

Understanding your goals and making sense of your finances is our starting point for your personalized guidance. Wherever you are in your financial journey, we’ll tailor a strategy to help you work toward your financial goals with confidence.

Get personalized guidance

Invest on your own

Trade stocks, bonds, mutual funds, ETFs and more online with a self-directed investing account. You'll have complete freedom to build and manage your own portfolio using our comprehensive resources and tools.

Learn about self-directed investing

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Financial planning insights

Building the life you want starts with a plan. Explore smart financial planning strategies.

Explore strategies

How to set financial goals

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

Continue reading

Next step

Find an advisor or wealth specialist
Call 877-390-1552
Request a call
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Disclosures

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. Wealth Management – U.S. Bank | U.S. Bancorp Investments is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Investments.

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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.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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For U.S. Bank:

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.

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.

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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.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

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.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

U.S. Bancorp Investments Order Processing Information.

Municipal Securities Education and Protection– U.S. Bancorp Investments is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). An investor brochure that describes the protections that may be provided to you by the MSRB rules and how to file a complaint with an appropriate regulatory authority is available to you on the MSRB website at www.msrb.org.