Boston, MA (PRWEB) December 13, 2013
U.S. Wealth Management (USWM) – a network of experienced wealth managers providing holistic financial advice and custom-tailored wealth planning strategies to clients across the country – today announced that Robert D. Crawford will join U.S. Wealth Management’s Los Angeles, California branch led by Michael Velazquez. Prior to his appointment as a wealth manager, Mr. Crawford was a financial advisor for nearly two decades, serving clients in the L.A. area and beyond.
“I speak for our entire Glendale office, as well as the U.S. Wealth Management executive team, when I say we are delighted to have Bob Crawford, a seasoned advisor and decorated U.S. naval officer, join our already formidable office,” said Michael Velazquez, CPA, President of U.S. Wealth California. “There is great synchronicity with Bob’s rich background in financial and retirement planning and our own collective expertise in wealth management, tax strategies and estate planning.”
“I looked at many different options and it was clear that U.S. Wealth California was superior in many ways. The elevated level of client service U.S. Wealth Management provides me with is not duplicable elsewhere and gives me more time to focus on what matters the most, my clients and their families,” said Robert D. Crawford, Wealth Manager at U.S. Wealth California.
We are pleased to continue to welcome independent solo advisors who want to maintain ownership of their books of business while obtaining access to greater resources and lower operating costs by affiliating within the U.S. Wealth Management network of existing branches.
“We are seeing many established and successful independent advisors ‘tuck in’ their solo practices within our network, so that they can enjoy the benefits and growth of a team who understands and respects the independent model, while simultaneously offering a suite of turnkey asset management solutions, practice management, marketing, technology and back office support,” said Christian Widen, Managing Director and Head of Corporate Development of U.S. Wealth Management. “As we continue to grow and enter new markets around the country, we expect to see more premiere wealth managers join forces with established U.S. Wealth Management offices around the country.”
About U.S. Wealth Management
U.S. Wealth Management is an independent network of experienced advisors and hybrid registered investment advisors representatives affiliated with LPL Financial. Its wealth managers provide holistic advice and custom-tailored strategies to manage their clients’ financial future. With over fifteen offices located nationwide, the wealth managers of USWM have a common focus – a personal interest in meeting all their clients’ investment, insurance, and retirement needs as they change throughout their lifetime.
With access to comprehensive resources including asset management/research, advanced technology and an expansive product platform, the wealth managers affiliated with U.S. Wealth Management serve their clients with the support of a dedicated team of experienced professionals who put the clients’ needs first.
For wealth managers, U.S. Wealth Management provides the full spectrum of resources necessary to advance the growth and value of their practices, providing true independence with structured support. The firm offers to 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. Visit: http://www.uswealthmanagement.com to learn more.
Securities Offered through LPL Financial, Member FINRA/SIPC. 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.