Why our Independent Model Can be Better for you

At U.S. Wealth Management our Advisors have true independence when managing their businesses. Each Advisor has structured freedom to utilize their own style to grow their practice.

The client relationship always remains with you - at U.S. Wealth Management you get the satisfaction and benefit of truly owning your own practice.

The Importance of an Intermediary

We act as an intermediary between our Advisors and our broker/dealer, custodians, and product providers. These relationships have been vetted and closely leveraged to provide our Advisors outstanding practice-building services.

Our Advisors have a streamlined interface to deliver personalized and sound investment advice. U.S. Wealth Management provides the support needed to help Advisors retain clients with an elevated client experience. The benefit to our Advisors is that they have resources available at their fingertips to help provide quality wealth management to their clients.

Best-In-Class Technology

As a collective team, we help Advisors gain access to a wide range of products and services available through LPL Financial and TD Ameritrade Institutional's team of experts and vast resources. If our Advisors can be more operationally efficient, then we know they can spend more time helping their clients.

The key benefits to Advisors are:

  • A choice of state-of-the art resources needed to structure and grow their practice.
  • The confidence of knowing that the tools they need are readily available.

Strategic Partners

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The entities and programs listed above are separate from LPL Financial.