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About The Private Client Reserve

The Private Client Reserve of U.S. Bank serves successful individuals and families with complex financial interests and needs. We provide holistic wealth management services to clients, and specialize in advising business owners, corporate executives, and professional service principals and partners.

Our interconnected approach to wealth management goes well beyond simply developing investment strategy. Working in close partnership with your tax and legal advisors, your Wealth Management Advisor – your primary point of contact – brings the vast resources of U.S. Bank to bear in single-minded service to your financial priorities. Drawing on a team of specialists in Wealth Planning, Investment Management, Specialty Asset Management, Trust & Estate Services, Charitable Services and  Private Banking,  we can deliver illuminating insights and impactful strategies designed to help you grow, protect, preserve and distribute your wealth according to your goals.

About the Reserve graphic

          U.S. Bank does not offer insurance products. Insurance products are available
          through U.S. Bancorp Investments.


Experience The Private Client Reserve

We’ve been managing wealth for successful individuals and families for more than 150 years, which affords us an understanding of the issues that matter to you – and the experience to address them. We combine the resources of U.S. Bank, a global financial leader, with the personalized service and commitment of a boutique wealth management firm. Simply put, we understand our clients, we care  deeply and we are committed to building a long-term relationship – and you’ll feel that commitment in your every interaction with us. In addition to the personalized attention you receive from your dedicated team, you'll enjoy exclusive benefits and services available only to clients of The Private Client Reserve. We have an enduring record of high client satisfaction and retention because we ask pointed, relevant questions and listen to ensure we fully understand your needs, objectives and family/business dynamics. Only once that understanding is achieved do we put the wheels in motion, working closely with your tax and legal advisors to implement a wealth strategy that’s personalized for you.

Key topics of interest for our clients video
Featuring Mike Ott, President

The Private Client Reserve difference video
Featuring Mike Ott, President

Office Locations

1,200 professionals serving clients nationwide. View map

Press Releases

U.S. Bank names Scott Schmid as market leader for The Private Client Reserve in San Diego | 04.25.16 | PDF


 

Reserve Magazine

Important Disclosures
   

Investment products and services are:
Not a Deposit    •    Not FDIC Insured •    May Lose Value    •    Not Bank Guaranteed    •    Not Insured by any Federal Government Agency

For U.S. Bank:

Equal Housing  Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Investors should consult their tax and/or legal advisor for advice and information concerning their particular situation.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.

For U.S. Bancorp Investments:

 

Investment products and services 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.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries and affiliates of U.S. Bank. Products may not be available in all states. CA Insurance License# OE24641.  Policies are underwritten by unaffiliated insurance companies and may not be available in all states.