What you can expect when you work with us The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with us, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress, and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. [read more]
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Whether you're near or in retirement, an individual looking to build wealth for your family's future, or a fiduciary responsible for a trust or estate, we've got you covered. Here's what the process look's like: discovery This is the critical first step in building a long-lasting financial partnership: listening, learning, and getting to know you. By using our SmartChoice Wealth Strategy, we'll review your current financial situation, ask you questions about your life and use your answers to guide our plan and process. This step is about figuring out where you are now, where you want to be, and everything in between. onboarding Next, we begin developing and finalizing your plan, drafting an investment policy, and agreeing on strategies to build and preserve your wealth. Once we have a clear picture of your objectives and the key results we need to achieve together, we will keep you on track for the upcoming year and plan for long-term success. ongoing An important part of our ongoing relationship is being an interactive partner. We check in with you between meetings to make sure everything is going as planned or if there are changes we should be aware of. We manage your investments in accordance with your personalized investment policy and report progress toward your goals. We also provide ongoing tax planning and preparation. We make this journey together and acknowledge the trust you place in us as your partner by being always available available to you. [read more]
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About Wealth Management from U.S. Bank and U.S. Bancorp Investments Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance. [read more]
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