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  • Home
  • About Us
    • Our Promise
    • Team
  • Advisors
    • Growing Your Business
    • The Optimum Value
    • New Advisor Transition Excellence
    • Structured Freedom
    • Succession Plan
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LATEST NEWS & MARKET UPDATES

  • Understanding the Alternative Needs of High Net Worth Investors

    By: John P. Napolitano, CFP®, CPA, PFS, MST

    The high net worth investor is sometimes different.

    Read more ...  

  • Making Cents: How to Pick a Trustee

    By: John P. Napolitano, CFP®, CPA, PFS, MST

    A trustee is generally a person or a company who oversees the governance and maintenance of a trust.

    Read more ...  

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Advisors associated with U.S. Wealth Management may either be (1) registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC, and investment advisor representatives of U.S. Financial Advisors; or (2) solely investment advisor representatives of U.S. Financial Advisors, and not affiliated with LPL Financial. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors, and U.S. Wealth Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: 

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