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  • About Us
    • Our Promise
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LATEST NEWS & MARKET UPDATES

  • Making Cents: What the Elections Don't Mean to Your Personal Finances

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

    In these last few months before the election and in combination with COVID-19, everything seems to be on edge, or even on hold.

    Read more ...  

  • Making Cents: 2020 Estate Moves to Make Now

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

    As the fourth quarter rolls on, there are financial moves that you may consider making in 2020 that may add up to significant estate tax savings in the long run.

    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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