US Wealth Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

US Wealth Management operates as a decentralized group of seasoned wealth managers within the financial services sector, delivering holistic guidance and customized strategies to help clients shape their financial futures. The organization provides its advisors with a broad toolkit, including asset management through U.S. Financial Advisors (a registered investment advisor), research resources, technology, and a wide product platform. Securities are distributed through LPL Financial, while investment advice is supplied by U.S. Financial Advisors; both entities operate independently from LPL Financial. Headquartered in Braintree, Massachusetts, the firm emphasizes practitioner support through practice management, growth coaching, marketing assistance, and succession planning to sustain advisor practices over the long term. A notable development in 2022 involved appointing a Chief Marketing Officer, indicating ongoing leadership evolution.

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