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U.S. Wealth Advisors, Llc.




U.S. Wealth Advisors is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

U.S. Wealth works with successful financial professionals with a commitment to delivering holistic wealth management solutions. The firm provides a comprehensive platform of financial services, including financial planning, asset management, insurance, retirement plans, estate planning, and annuities, through its affiliated firms, U.S. Financial Advisors, U.S. Insurance Brokers and U.S. Wealth Advisors.
 
They also offer business building and practice management coaching, training and support which is tailored to Certified Public Accountants, financial advisors, and attorneys. John Napolitano is available to discuss the company’s bold move away from the industry giants in establishing U.S. Wealth Advisors.
 
The establishment of a Broker Dealer firm positions U.S. Wealth Management uniquely in the marketplace. The new firm has retained National Financial Services as their clearing and custody provider. National Financial is a Fidelity Investments company and is one of the leading providers of brokerage, custody and clearing solutions in the industry.
 
The move to create its own broker dealer firm follows a long affiliation between U.S. Wealth Management and AIG Sun America. The new firm provides U.S. Wealth Management’s clients with the ability to tap into the power of an industry leading independent platform offering more control over the business process. U.S. Wealth Advisors will offer clients access to a more comprehensive range of products and services to meet every client’s financial needs.
 
The Financial Services industry is changing rapidly, there is major consolidation occurring amongst the larger firms and this move ensures that their firm’s culture and values are a driving force of their success. Their advisors look to them to bring the industry’s best practices, tools and services to them for the benefit of their clients. Their new firm is positioned to become an industry leader amongst wealth management firms comprised of CPA firms, Law Firms, Financial Planners and Insurance Professionals.

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