US Wealth Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future.  The firms’ mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices.

Visit us at www.uswealthmanagement.com. 

* Asset management offered through U.S. Financial Advisors, a registered investment advisor.

Securities offered through LPL Financial, Member SIPC (http://www.sipc.org/). Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial. The financial professionals associated with U.S. Financial Advisors/ U.S. Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find US Wealth Management employees' phone numbers or email addresses

US Wealth Management Global Highlights

Location
Employees

North America
54

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  • United States Of America
    54

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Asia
1

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  • Philippines
    1

US Wealth Management's Leadership

  • Stylized image of a person
    J. N.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    M. V.
    President & Manager, Wealth
    Phone icon
  • Stylized image of a person
    T. M.
    Affiliate & Owner
    Phone icon
  • Stylized image of a person
    K. S.
    Managing Director And Counsel
    Phone icon
  • Stylized image of a person
    J. N.
    Human Resources Director
    Phone icon
  • Stylized image of a person
    D. G.
    Director Of Operations
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  • Stylized image of a person
    E. S.
    Director
    Phone icon
  • Stylized image of a person
    R. M.
    Director - Wealth Advisor
    Phone icon

Contact profiles from US Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. M.
    Affiliate & Owner
    Phone icon
    United StatesConnecticut
    Oct 18, 2025
  • Stylized image of a person
    J. N.
    Chief Executive Officer
    Phone icon
    Jun 09, 2025
  • Stylized image of a person
    M. V.
    President & Manager, Wealth
    Phone icon
    UNITED STATES
    Jul 28, 2023
  • Stylized image of a person
    K. S.
    Managing Director And Counsel
    Phone icon
    United StatesConnecticut
    Nov 20, 2025
  • Stylized image of a person
    J. N.
    Human Resources Director
    Phone icon
    United StatesMassachusetts
    Nov 15, 2025
  • Stylized image of a person
    D. G.
    Director Of Operations
    Phone icon
    United StatesMassachusetts
    Oct 17, 2024
  • Stylized image of a person
    E. S.
    Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. M.
    Director - Wealth Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. W.
    Wealth Manager
    Phone icon
    United StatesMassachusetts
    Sep 10, 2025
  • Stylized image of a person
    G. V. H.
    Wealth Manager
    Phone icon
    United StatesMassachusetts
    Oct 21, 2025

Frequently Asked Questions

What is US Wealth Management known for?

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US Wealth Management was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore US Wealth Management's company overview page for more information.

What is US Wealth Management's most common email format?

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US Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more US Wealth Management email formats with LeadIQ.

How many employees does US Wealth Management have currently?

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US Wealth Management has approximately 20 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are US Wealth Management's key employees and leadership?

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As of December 2025, US Wealth Management's key employees include:

  • Chief Executive Officer: J. N.
  • President & Manager, Wealth: M. V.
  • Affiliate & Owner: T. M.
  • Managing Director And Counsel: K. S.
  • Human Resources Director: J. N.

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