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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
    • Your Dedicated Team
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    • Our Promise
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    • Find a Team
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LATEST NEWS & MARKET UPDATES

  • Making Cents: Taxation on the Sale of Your Residence

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

    With home prices and demand at record highs, many people are selling their home to cash in on the hot market.

    Read more ...  

  • Making Cents: Lending to Friends and Family

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

    On occasion we may get requests from friends or family to borrow some money.

    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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