Practice Development Overview for U.S. Wealth Management Inc Affiliates

Overview

Tell us about yourself!

Practice Development

As a Wealth Manager, you deserve a financial services partner who understands you and your business.

We have created a proven practice development system that not only shows you how to take your business to the next level, but also provides ongoing field-level support to ensure you implement the steps necessary to attain success. We will:

· Work with you on a sound business plan and the fundamentals required to build a wealth management practice

· Help you design and execute a marketing and communications plan

· Demonstrate how to effectively “oversee” your client’s financial situation so that you may deliver the services they want and need

· Work with you to formulate and monitor the most appropriate client solutions

· Help you make your vision of success a reality.

We constantly strive to provide best-in-class and innovative products, services, technology and ongoing personal support to allow you to do what you do best – manage your client relationships.

We’re here for you.

Prospective Affiliates | Affiliates Only | About Us
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, TN, 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. U.S. Wealth Management companies are not affiliated with Lincoln Financial Securities. 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.