U.S. Wealth Management, LLC Launches New Broker/Dealer Firm

EDITORS: CEO John Napolitano is available to discuss the company’s bold move away from the industry giants in establishing U.S. Wealth Advisors, LLC.

BRAINTREE, MA…U.S. Wealth Management, LLC, a firm specializing in providing wealth management programs through CPA firm affiliates and financial advisors, has announced the formation of a new Broker/Dealer firm, U.S. Wealth Advisors, LLC to service their growing national client base.

The establishment of a Broker/Dealer firm positions U.S. Wealth Management uniquely in the marketplace. Their new firm, U.S. Wealth Advisors, LLC recently secured approval for membership by the National Association of Securities Dealers (NASD). With this new entity, U.S. Wealth Management will begin transacting all of their securities business through U.S. Wealth Advisors, LLC, Member NASD, SIPC.

The new firm has retained National Financial Services as their clearing and custody provider. National Financial is a Fidelity Investments company and is one of the leading providers of brokerage, custody and clearing solutions in the industry.

The move to create its own broker/dealer firm follows a long affiliation between U.S. Wealth Management and AIG Sun America. The new firm provides U.S. Wealth Management’s clients with the ability to tap into the power of an industry leading independent platform offering more control over the business process. U.S. Wealth Advisors, LLC will offer clients access to a more comprehensive range of products and services to meet every client’s financial needs.

“As we launch U.S. Wealth Advisors we will be introducing a number of new products and services that will help our clients build their business,” said John Napolitano, President and CEO of U.S. Wealth Management, LLC. “The Financial Services industry is changing rapidly, there is major consolidation occurring amongst the larger firms and this move ensures that our firm’s culture and values are a driving force of our success. Our advisors look to us to bring the industry’s best practices, tools and services to them for the benefit of their clients. Our new firm is positioned to become an industry leader amongst wealth management firms comprised of CPA firms, Law Firms, Financial Planners and Insurance Professionals.”

About U.S. Wealth Management, LLC

U.S. Wealth Management, LLC works with successful financial professionals with a commitment to delivering holistic wealth management solutions. The firm provides a comprehensive platform of financial services, including financial planning, asset management, insurance, retirement plans, estate planning, and annuities, through its affiliated firms, U.S. Financial Advisors, LLC, U.S. Insurance Brokers, LLC and U.S. Wealth Advisors, LLC. USWM also offers business-building and practice management coaching, training and support that is tailored to Certified Public Accountants (CPAs), financial advisors, and attorneys.

To learn more, visit www.cpafp.com or call (781) 849-9200.