Our Promise To You

U.S. Wealth Management develops tailored strategies to manage your financial future. Working together, we have a common focus – a personal interest in meeting all your investment, insurance, and retirement needs as they change throughout your lifetime.

When you are a client of U.S. Wealth Management, our goal is treat you like one of the family.

Our #1 priority is your financial well-being!

With access to the full resources of an established wealth management firm, our decisions are not made alone. You’ll benefit from working with a knowledgeable team of professionals who put your needs first and have a reputation of success.

Securities offered through LPL Financial, Member FINRA and SIPC.  Investment advice offered through U.S. Financial Advisors, a registered investment advisor.  U.S. Financial Advisors, U.S. Wealth Management and U.S. Wealth Management Newport are separate entities from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CA, CT, FL, IL, IN, KY, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, VT. 

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