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  • Home
  • About Us
    • Our Promise
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    • Growing Your Business
    • The Optimum Value
    • New Advisor Transition Excellence
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LATEST NEWS & MARKET UPDATES

  • Making Cents: How do low interest rates benefit your family business?

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

    There are many benefits to a low interest rate environment.

    Read more ...  

  • Making Cents: Year End Gifting Unwrapped

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

    This time of year, we get a lot of questions surrounding gifts. Most of the questions are about either charitable giving or family gifts.

    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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