Our Mission and Beliefs
At the core of our firm is the belief that treating your investments like a business, with a plan that is documented, implemented, monitored and periodically revised, will help investors avoid poor decision making while simultaneously increasing their probability of success.
We truly care about our clients and will always put their best interests before our own. We are a Fee-Only firm that is 100% focused on doing what is right for each client, knowing fully that every client is unique and deserves personalized attention.
U.S. Wealth Group is a Fee-Only SEC Registered Investment Advisor headquartered in Woodbury, N.Y. Our primary goal is to serve the specific needs of retired or soon to be retired investors.
Robert Santarpia founded Santarpia Financial Corporation, a full service financial planning firm, in 1994. Santarpia Financial separated its investment and insurance operations in 2006 and U.S. Wealth Group was formed.
Our core competency is managing investment risk so that clients, who are no longer working and saving, need not worry about their portfolio during retirement. We do this by actively managing client asset allocations in attempt to avoid poor market conditions and still capture a fair amount of market gains when conditions are positive.
We also focus extensively on smart ways to construct portfolios for taking portfolio income during retirement years. Unlike many advisors who call themselves “income planning experts” but only sell high commission annuities to do so, U.S. Wealth Group is a Fee-Only fiduciary that does not accept commissions and works exclusively for our client’s best interests.
Our Pledge to Clients
- All clients are unique and should receive personalized custom solutions.
- Clients deserve objective advice free from Conflicts of Interest.
- Managing risk of loss should always take precedent over seeking maximum gain.
- Trust and Respect should be cherished and continually earned.
- Clients don’t need more high cost products, they need a personalized strategy to meet their specific goals.
Should you Consider Working With Us?
Our current managed asset minimum for new clients is $250,000. If you are looking for quality help managing your portfolio in a way that matches our expertise as well as meet our managed asset minimum for new clients, please feel free to contact us at 1-516-682-9800.