About our office
The Bellevue team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, doctors and retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you achieve the life and legacy you envision and deserve.
Learn more with U.S. Bank. Join us for our virtual event:
Affluence and authenticity with Caroline Wanga
Thursday, February 25, 2021
1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET
Event overview
Authenticity is key to fulfilling one’s personal and professional purpose, but there can be barriers connected to our ability to be authentic. Discover how to unlock your authentic self by letting go of who you think you’re supposed to be and embracing who you are.
Welcome:
Gunjan Kedia, Vice Chair, U.S. Bank Wealth Management and Investment Services
Presentation:
Caroline Wanga, Interim CEO, Essence Communications
Q&A with Caroline:
Greg Cunningham, Senior Executive Vice President, U.S. Bank Chief Diversity Officer
Meet our Private Wealth Management team
Upcoming event
Learn more with U.S. Bank. Join us for our virtual event:
Affluence and authenticity with Caroline Wanga
Thursday, February 25, 2021
1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET
Event overview
Authenticity is key to fulfilling one’s personal and professional purpose, but there can be barriers connected to our ability to be authentic. Discover how to unlock your authentic self by letting go of who you think you’re supposed to be and embracing who you are.
Welcome:
Gunjan Kedia, Vice Chair, U.S. Bank Wealth Management and Investment Services
Presentation:
Caroline Wanga, Interim CEO, Essence Communications
Q&A with Caroline:
Greg Cunningham, Senior Executive Vice President, U.S. Bank Chief Diversity Officer
Our services
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Business succession planning: Keeping it in the family
Planning ahead may potentially ease the transition of your family business without a major tax hit.
5 investment options to generate retirement income
Customize your income in retirement with these common investment choices.
Upcoming event
Learn more with U.S. Bank. Join us for our virtual event:
Affluence and authenticity with Caroline Wanga
Thursday, February 25, 2021
1 pm PT | 2 pm MT | 3 pm CT | 4 pm ET
Event overview
Authenticity is key to fulfilling one’s personal and professional purpose, but there can be barriers connected to our ability to be authentic. Discover how to unlock your authentic self by letting go of who you think you’re supposed to be and embracing who you are.
Welcome:
Gunjan Kedia, Vice Chair, U.S. Bank Wealth Management and Investment Services
Presentation:
Caroline Wanga, Interim CEO, Essence Communications
Q&A with Caroline:
Greg Cunningham, Senior Executive Vice President, U.S. Bank Chief Diversity Officer