At U.S. Wealth Management, we specialize in planning our clients' financial futures. We are also proud of the fact that we help our Advisors plan their own financial futures by working out a succession plan.

U.S. Wealth Management provides a full implementation platform with the documents, the valuation, and the funding in the event of death, disability, or retirement. Whether you decide to groom a junior Advisor, sell to partners, or to U.S. Wealth Management, we can help.

The benefits to being prepared are:

  • A strong exit strategy when the time comes;
  • A clear pathway to monetize your practice;
  • A transition plan for your clients; and
  • Plan preservation and liquidity for your family.