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4worldlovers:
Partnering with a wealth management professional starts with a conversation about your priorities and goals. What do you want to achieve, now and into the future? Based on what matters most to you, your wealth management professional will develop a personalized plan that fits your unique needs and situation.


As your life changes, your wealth professional will keep the conversation going with recommendations for your wealth plan, market news and analysis, and access to the latest wealth technology to help you manage your finances.

Advisors and bankers each play an important role in creating your wealth plan.

Wealth Management Advisors from U.S. Bancorp Investments or U.S. Bank Private Wealth Advisors can work with you to develop an overall wealth and investment plan, and help ensure all aspects of your plan align with your goals.

U.S. Bank Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning. Based on your needs and goals, your advisor or banker will work with other U.S. Bank wealth specialists to provide additional expertise like trust and estate services and portfolio management.

U.S. Bank has been recognized as one of the 2023 World’s Most Admired Companies. Our quality of management, commitment to our people and investment in social responsibility ranked No. 1 in the industry for superregional banks.

For the 9th consecutive year, U.S. Bank has been named one of the World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices.

Learn about types of trusts, choosing a trustee, how to involve your family and more.

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.

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.

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.

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.

“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 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.

4worldlovers: As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Securities Agent: WY, TX, SD, NY, NV, LA, FL, DE, CA, AZ; General Securities Representative; Investment Advisor Representative

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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.

Working closely with you to guide your wealth and investments through the most challenging market cycles.

Construction and infrastructure are showing stronger-than-expected growth, improving GDP forecasts for the second half of the year into 2024.

Creating customized financial strategies for the challenges that today’s families face.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.

There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact.

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Investing in accordance with your environmental, social and governance objectives does not necessarily mean sacrificing financial returns. Read more factors supporting sustainable investing.

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Contact our team to learn more or click here for more details. Terms apply.

We’ve enhanced our Spending + Budgeting experience with advanced tools to help you organize transactions and customize your financial view. Learn more.

Inflation, consumer sentiment and a shift from pandemic norms should define the year ahead for food-related businesses, with packaged foods and pizza delivery expected to fare better than restaurants overall.

The Age of AI and Other Trends in Tech and Beyond

AI beyond the hype, a potential breakthrough in health tech, a near-term opportunity in PCs and more trends in technology and beyond.

Help keep more of your returns and potentially reduce tax liability with a tax-managed investment portfolio. Learn more.

At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.

For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card from American Express Exclusively for Morgan Stanley. Certain Morgan Stanley Debit Card holders may also qualify. Terms apply.

Next year is likely to see weaker growth, less inflation and the end of rate hikes, with the U.S. narrowly missing a recession, Europe contracting and Asia offering green shoots for growth.

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