Wesley Weise

Senior Vice President, Private Client Advisor

Professional Profile

Wesley D. Weise is a Senior Vice President and Private Client Advisor for U.S. Trust, Bank of America Private Wealth Management, specializing in customized strategies for asset management and credit needs of high net worth clients. In this capacity, Wesley works with successful individuals, families, business owners and executives, as well as non-profit entities, to help them pursue their goals. U.S. Trust services include asset management, manager selection, estate planning services, retirement planning, business succession planning, tax minimization strategies and personalized lending strategies. 

Prior to joining U.S. Trust in December of 2014, Wesley was with Northern Trust in the Wealth Strategies Group working with high net worth families. He joined Northern Trust in California in 2000, relocating to Colorado in 2006.

Wesley has co-taught for the CPE4U (previously University of Denver Graduate Tax Program). He was a member of the 2008 Downtown Denver Partnership’s (DDP) Leadership Program and is past chair of the Membership Committee for the DDP. He is a past board member, having served as secretary and then vice chair, for the Bonfils Blood Center Foundation. Additionally, Wesley is a past advisory board member, including past treasurer, for Colorado Philanthropic Advisors Network, he’s a member of the Rocky Mountain Estate Planning Council, on the associate board for ACE Scholarships and is the Legacy Board chair for the Colorado Companies to Watch program.

Wesley holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Note: Wesley does not provide tax advice in his role at U.S. Trust.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Frederick A. Fischer

Private Client Manager

303.575.5806

Kimberly Skeie Eilber

Senior Trust Officer

303.575.5814

John Karns

Portfolio Manager

303.575.5834

Jonathan B. Hommer

Wealth Strategies Advisor

206.358.3350

Michael Wagschal

Senior Institutional Sales Director

949.721.7229

Key Contacts

Kacey O'Connor

303.575.5816

Michael Sanney

303.264.6290

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.