U.S. Wealth Management, LLC
"SIMPLIFY THE PROCESS"
U.S. Wealth Management, Inc. (USWM) is a private, independent company based in Braintree, Massachusetts. USWM was established in 1997, and has developed into a one-stop financial service provider focused to support the needs of the advisor. USWM is the parent company of:
o U.S. Financial Advisors, LLC – Registered Investment Advisor
o U.S. Wealth Advisors, LLC – Broker-Dealer
o U.S. Insurance Brokers, LLC – Insurance Brokerage
USWM provides support, guidance, marketing and sales training, and implementation support for four primary business lines: Comprehensive Financial Planning, Fixed Insurance, Fee-based Asset Management, and Securities. We offer the products and programs to support your needs; you have the freedom and flexibility to manage and support your clients.
USWM is positioned to become the leader in coaching the wealth manager to successfully enhance their existing practice. Since 1997, USWM has been perfecting the systems and processes required by the wealth manager to confidently implement and deliver a host of wealth management products and services. We’ve simplified the process so you can remain focused on your client’s needs.
USWM has created a proven practice development system that not only shows you how to take your business to the next level, but also provides ongoing field-level support to ensure you implement the steps necessary to attain greater success.
USWM will train you on the fundamentals required to build a wealth management practice, demonstrate how to effectively “oversee” your clients’ entire financial situation to deliver the services they want and need, and work with you to formulate and monitor the most appropriate solutions.
Our program of education, training and personal coaching is designed to enable you to confidently provide your clients unbiased, professional advice on a wide range of financial subjects, including:
Financial Planning
Investment Management
Retirement Planning
Education Planning
Risk Management and Insurance
Estate Planning
Business Succession
To find out if we are the right financial service partner for your practice, or to learn more about how our proven program can help you confidently take your practice to the next level, contact us for a consultation.
| FIRM PRODUCT MIX |
| Mutual Fund |
34
% |
EIA |
1
% |
| Variable Annuity |
10
% |
Life Insurance |
1
% |
| Advisory / Fee based |
40
% |
IPO |
0
% |
| VUL |
1
% |
Municipal |
1
% |
| Equity |
4
% |
LP / DPP |
1
% |
| Fixed Income |
1
% |
REIT |
5
% |
| Fixed Annuity |
1
% |
|
|
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