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About USWM
U.S. Wealth Management, Inc. (USWM), a private company based in Braintree, Massachusetts, is the parent company of U.S. Financial Advisors, LLC and U.S. Insurance Brokers, LLC. USWM provides support, guidance, marketing and sales training and implementation support for four primary business lines: Comprehensive Financial Planning, Fixed Insurance, Fee-based Asset Management. We have recently partnered with Lincoln Financial Securities to provide the Broker Dealer services for our company, allowing us to continue to maintain the broad range of securities and investment services our customers have come to expect. USWM companies are not affiliated with Lincoln Financial Securities.
So, what does that mean? The fact that our investment professionals have access to three companies means that we are a one-stop shop. We can provide individual investment services, brokerage services and insurance services. We also offer passive and active asset management strategies to help you achieve the future you envision.

For the client, this means that your agent can comprehensively work with any type of product that you may need to manage your wealth. Our investment professionals are independent associates of these companies; therefore, their responsibility is to you, to help make the best decisions for you and your family.
In addition, we are an independent company. We believe in transparency. We don't promote one product over any other. We don't value one company over any other. Your advisor will be free to sell any company that matches your need.
We are committed to education, both of you, the consumer, and the advisor. This site serves as a way for you to get answers whether you are a client of one of our advisors or just someone looking for better ways to manage their money.
For the advisor, we provide comprehensive and sustained coaching, a unique position in the industry. Through our twice yearly summits, our affiliates are offered knowledge on both new products and services, and ways to develop their practice with the consumer in mind.
To find out if one of our advisors is right for you, send an email to info@uswealthcompanies.com or call 781-849-9200 extension number 242 for Dennis McCarron.
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© 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.
Business Continuity Plan
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