Meet the team

Phone: 781-884-2338
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About Joan Napolitano

As the Human Resources Director, Joan serves as a link between management and employees, and handles questions about pay, benefits, job descriptions, vacations and company policies.  On the management side, to minimize risk and liability, she reviews and updates the Employee Handbook to reflect current local, state and federal employment laws.

Joan’s goal is to help align the needs of the business with the needs of the people in it. Flexibility is important, and so we have created an environment that is family friendly.  She enjoys planning small events to celebrate milestones and boost morale.  Joan communicates U.S. Wealth Management’s mission, the professionalism of its leadership and the caliber of its employees.

After graduating from the University of Massachusetts in Boston, Joan previously worked for several years in Client Services. Joan resides in Scituate, MA and enjoys skiing in Vermont, Broadway shows, improving her cooking skills, reading, and exploring the world through travel. Over the years she’s touched down on a few different continents but her fondest memory is of the waterfalls at Yosemite National Park with her husband, John, and their four children.


  • BS Marketing and Management from University of Massachusetts, Boston
  • MA Insurance Licensed

George T. Clarke, CPA/PFS™, MSF and Alan D. Reese, CFP®, CPA are not affiliated with LPL Financial.