U.S. Wealth Management

Investments

The consideration of any system of investments, whether for retirement or for short or long-term goals, should begin with an assessment of your financial situation, both income and expenses, and your tolerance for risk. While this is something that you can do on your own, it often helps to have a qualified guide.

U.S. Wealth Management has recently partnered with Lincoln Financial Securities, a respected name in the industry, to continue to provide the quality services that our clients have come to expect.

© 2008 U.S. Wealth Management, LLC (USWM). All rights reserved.
139 Wood Road, Braintree, MA 02184.

Investment advisory services offered residents of CA, CT, FL, IL, IN, KY, LA, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, RN, TX and VT through advisory representatives of U.S. Financial Advisors, LLC (USFA), an SEC-registered investment advisor. Securities offered to residents of AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT and WA through registered representatives of Lincoln Financial Securities, a registered broker-dealer and member FINRA/SIPC.
USFA, and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. US Wealth Management LLC and Lincoln Financial Securities are not affiliated.
In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent.
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