U.S. Bank Private Wealth Management Deloitte DWealth
As a DWealth partner we understand your financial challenges and opportunities, and can help you create a plan to work toward your goals.
Comprehensive wealth services for Partners, Principals and Managing Directors
We provide the wealth professionals and resources to help you work toward your financial goals.
In your demanding profession, finding time to handle your financial affairs can be a challenge. Yet, making the right financial decisions for yourself and your family are critical to your success.
U.S. Bank Private Wealth Management has focused on the needs of professional service firms and their partners for more than 30 years. We understand the unique financial pressures of building a successful professional business while managing complex personal finances.
We have been a DWealth partner since the beginning, and possess a deep understanding of Deloitte's structure and the critical importance of Independence compliance. We help Deloitte partners, principals and managing directors work to build and preserve their wealth and use it wisely, supporting the people and causes they care about.
You will benefit from a single point of contact who has access to a dedicated team of DWealth certified professionals who understand your unique situation and provide coordinated financial guidance and expertise.
Learn more with U.S. Bank
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Services
Wealth Planning services
Fiduciary commitment
U.S. Bank Private Wealth Management's role as a fiduciary is a critical aspect of our relationship with you. Whether we are managing an agency portfolio or administering a trust for your beneficiaries, we are bound to provide a higher standard of care and act in your best interests.
Investment Management services
Our disciplined approach emphasizes long term growth and income generation while attempting to minimize risk. We develop customized investment strategies that comply with Deloitte independence mandates and BDIP daily import. These are designed to weather unpredictable conditions in all types of market cycles. You'll experience unmatched access to sophisticated strategies across a broad spectrum of asset classes including equities/stocks, fixed income and real assets. Our disciplined security selection and due diligence processes deliver national expertise through a dedicated team of DWealth certified investment professionals.
Trust and Estate services
Building a legacy that lives on and provides for your loved ones takes years of hard work. Although not always an easy task, creating a forward-thinking trust and estate strategy can be a critical component to ensure that your plan reflects your vision and values. We understand the many complexities associated with trusts and estates, and we're prepared to guide you as we bring your future into focus. Regardless of how basic or complex your needs may be, we'll always address them with your best interests in mind.
Private Banking services
Bank when and where you want. Our digital banking tools make managing your money fast and easy. Online or in the app, we offer new ways to make banking safer, easier and more convenient.
Insurance services
Proper insurance planning can protect your wealth and help you pass it on to future generations. Working with you, we'll create a survivor needs analysis to assess your unique, personal circumstances and identify ways you can provide for your loved ones and leave a lasting legacy.
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights from our experts
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
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Investing insights
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Contact us
Pam Paley
Senior Vice President
Private Wealth Advisor
513-762-8811
pam.paley@usbank.com
Julie Broadwell
Vice President
Private Wealth Advisor
513-632-2584
julie.broadwell1@usbank.com
Disclosures
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.