Private Wealth Management | U.S. Bank

Private Wealth Management at U.S. Bank in Greenwich, Connecticut is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including wealth builders, corporate executives, and retirees, to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision.

Our team in the Tri-State, Indiana, and Ohio regions is focused on building strong relationships with our clients and community. We believe in giving back and have contributed $3 million in charitable donations and 3,000 volunteer hours in the past three years. We are actively involved in supporting organizations such as Habitat for Humanity, Junior Achievement, and United Way.

Insurance products are available through our affiliate, U.S. Bancorp Investments. We can help you incorporate your personal values into your investment strategy and manage concentration risk in your portfolio. Our investment and insurance products are not FDIC insured, may lose value, and are not guaranteed by the bank.

U.S. Bank does not offer tax or legal advice, so we recommend consulting with your own advisors for personalized guidance. Equal Housing Lender. Deposit products are offered by U.S. Bank National Association, and credit products are subject to normal credit approval.

Please note that U.S. Bank is not responsible for the products or services offered by U.S. Bancorp Investments, Inc. Insurance products are available through affiliated non-bank insurance agencies. Our website may use cookies and other technologies to enhance your browsing experience. By clicking "Opt-Out," you can stop the use of certain tracking technologies. Visit our website to learn more about our services and how we can help you achieve your financial goals.