Welcome to U.S. Bank Wealth Management. We provide banking, investments and wealth planning to help you reach your potential. Learn more about the benefits, services, tools and one-on-one guidance you can expect.
Find a wealth specialist
An approach to meet your unique needs.
We offer wealth management services and strategies aligned around a common vision – to simplify your life and help you build the future you want for you and your loved ones.
You can count on us to provide:
A team of wealth experts on your side. You’ll have a single point of contact supported by a team of specialists, all working together for you.
A transparent, ethical approach. We put you first and believe in doing the right thing. Transparency and ethical decision-making are at the core of everything we do.
Broad market access. We offer investing strategies across the asset-class spectrum, so we can focus our advice on your goals, not ours.
Flexible engagement and planning options. Our technology-enabled planning and investment platforms with live support let you engage us when, where and how you want.
A relationship with value and rewards
We have service offerings for individuals, families and business owners at all wealth levels. And as our relationship grows, you’ll have access to exclusive service levels, rewards and benefits.
Benefits and rewards
You'll gain access to Wealth Management banking benefits, special products and pricing, and flexible engagement and planning options.
Timely insights
To help you make informed decisions, we provide market updates and other timely insights tailored to your individual needs, plus access to a digital library of our thought leadership.
Exclusive events
You’ll benefit from entry to virtual events throughout the year that feature stories and life lessons delivered by television and film actors, authors, athletes, and industry thought leaders.
For more information, connect with a banker or advisor. Additional wealth planning and investment services are provided by our affiliates, U.S. Bancorp Investments and U.S. Bancorp Advisors.
The Ethisphere Institute has named U.S. Bank a World’s Most Ethical Company® nine years in a row.2
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Disclosures
U.S. Bank received the highest score in California in the J.D. Power 2021-2023 U.S. Retail Banking Satisfaction Studies of consumers’ satisfaction with their primary bank. Visit jdpower.com/awards for more details.
U.S.Bank named one of the “World’s Most Ethical Companies®” Ethisphere Institute, February 2023 (also 2022, 2021, 2020, 2019, 2018, 2017, 2016 and 2015); for more information about the ‘World’s Most Ethical Company’ designation and scoring methodology, please visit www.worldsmostethicalcompanies.com.
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“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.
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 is a marketing logo for U.S. Bank.
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U.S. Bank and its representatives do not provide tax or legal advice. Your 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 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 or U.S.Bancorp Advisors LLC.
U.S.Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.
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., memberFINRA 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.
For U.S. Bancorp Advisors:
Brokerage and investment advisory products and services are offered by U.S.Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of U.S.Bancorp and affiliate of U.S.Bank, N.A.
Insurance services are offered by UnionBanc Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6010602. Products may not be available in all states.
Whether it's your mortgage or rent, phone bill or other utilities, or even your credit card bill, your checking account can help you make payments on time, every time.
Financial goals can be short-, medium- or long-term. These goals can help you succeed in your personal and professional life and save for retirement. Examples of financial goals include creating an emergency savings account, building a retirement fund, paying off debt and finding a higher-paying job.
Key short-term goals include setting a budget, reducing debt, and starting an emergency fund. Medium-term goals should include key insurance policies, while long-term goals need to be focused on retirement.
What do you want to achieve? How much do you need? When do you need it by? When creating a goal, it helps to narrow it down and provide as much detail as possible, so you can track your progress and celebrate the small wins.
A short-term goal may be paying off a small balance on a credit card or saving $1,000 in an emergency fund, while buying a new car or paying down student loans could be examples of midterm goals. Saving for retirement, paying for your kids' education or buying a vacation home could all be examples of long-term goals.
What is a SMART goal? SMART is an acronym that means: Specific, Measurable, Attainable, Relevant, and Timebound. Imagine you've set a goal to save money. This goal is vague and there's no way to tell when. success has been reached.
Introduction: My name is Velia Krajcik, I am a handsome, clean, lucky, gleaming, magnificent, proud, glorious person who loves writing and wants to share my knowledge and understanding with you.
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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.