Our Firm

U.S. Wealth Management, Inc. (USWM), a private company based in Braintree, Massachusetts, is the parent company of U.S. Financial Advisors, LLC, U.S. Wealth 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 and Securities.
 
So, what does that mean? The fact that we encompass three companies means that we are a one-stop shop. We can provide individual investment services, brokerage services and insurance services. We also offer the Truro Asset Management Program, a managed investment advisory service consisting of nine separate strategies ranging from Ultra-Conservative to Aggressive Growth, using a combination of ETFs, mutual funds, stocks and bonds, and alternative funds.

For the client, this means that your advisor can comprehensively work with any type of product that you may need to manage your wealth. Each of these companies is independent of the others so there is no pressure to sell you things that you might not need.
 
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 recommend any product or service that matches your need.
 
We are committed to education, both of you, the consumer, and the advisor. We serve as a resource for you to get answers to your financial questions and to help you find better ways to manage your money.

 
For our advisors, 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.