U.S. Wealth Management Transitions National Headquarters to Significantly Expanded Office Space in Greater Boston Area

Share Article

New Facilities in Braintree, Massachusetts to empower future hiring plans and continued strong support for regional wealth managers

U.S. Wealth Management (USWM) – an independent network of experienced wealth managers providing holistic financial advice and custom-tailored wealth planning strategies to clients across the country – today announced it has moved its national headquarters to a significantly larger office in Braintree, Massachusetts, a suburb of Boston.

USWM has made this transition as part of its broader ongoing expansion plans, which include the potential increase of its advisers and staff by 200% nationally over the next three years. Additionally, the company expects to continue to recruit successful independent wealth managers within the Greater Boston area to its platform, and will also utilize the new expanded facilities as an optional turnkey office space for new wealth managers. Currently, the company has over twelve employees supporting over twenty-six independent wealth managers across the country.

John Napolitano, Chief Executive Officer of U.S. Wealth Management said, “We are delighted to transition into larger office facilities that both accommodate our continued robust expansion as a local employer and leading company within the New England independent financial advisory space, and also fit our growth plans for recruiting additional successful independent wealth managers in the Greater Boston area.”

Mr. Napolitano continued, “Our investment in these expanded offices is a reflection of our commitment to the Greater Boston area – As a leading source of talent within the financial services industry, as one of the most attractive metropolitan areas in the country in which to do business, and as a premier city in a premier region of the country that is well known for creating and sustaining wealth and affluence.”

The new office is located at 30 Braintree Hill Office Park and has more than 7,500 square feet of space. It is larger, more modern and has a better layout to service clients’ needs than its previous location, which was also in Braintree. Twenty five employees will work out of the Company’s new headquarters, which includes space for a significant number of future hires.

The seven year lease agreement for the office space was brokered by Cushman and Wakefield.

In addition to its local headquarters, the company has more than fifteen offices around the United States and approximately $600 Million in total advisory and brokerage assets under management in its wealth management practice.

About U.S. Wealth Management

U.S. Wealth Management is an independent network of experienced wealth managers offering fee and commission based services to retail mass affluent and high net worth clients across the country. The company’s independent 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 addressing 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 Advisers, a registered investment adviser. U.S. Financial Advisers and U.S. Wealth Management are separate entities from LPL Financial.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Matthew Griffes
Visit website