Broker Check

WE’RE DIFFERENT

As an expert financial partner, we help you take control of your finances by designing and implementing a plan to achieve what’s important to you today and tomorrow. As a retiree, divorcee, widow or affluent investor you have specific needs which we are experts in addressing.

Our goal is simple; help you live a more enjoyable life by making smarter financial decisions.

We create personalized plans that balance your current and future goals all in one place so that you can make the best decisions now and in the future. Then we help you invest your finances using a proven process tailored to provide successful results and a great experience.

Our Value

We are U.S. Wealth Group, an independent financial firm in Woodbury, NY. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

FIDUCIARY: <br data-mce-bogus="1">YOU FIRST

FIDUCIARY:
YOU FIRST

We adhere to our professional obligation to act on your behalf, to always put your interests first.

Learn More
WE WORK FOR YOU

WE WORK FOR YOU

Your investment and financial plan should revolve around you. We strive to understand your financial goals and objectives and then build a sophisticated plan to meet your needs. We answer the questions you have and the ones you never knew you had.

Learn More
DISCIPLINED INVESTING

DISCIPLINED INVESTING

Our investment services are unique and 100% transparent. Your allocation is customized based on your return goals, the amount of risk you want to take and the tax status of your accounts.


We believe investment returns should be measured for consistency and protection from market losses is crucial to long-term performance.


Our goal is for you to enjoy your life without having to worry if tomorrow will be a good day or a bad day in the stock markets.

Learn more

FINANCIAL PLANNING BUILT FOR YOU.

We're Different!

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn More
Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
Learn More
And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Have a Question?

Thank you!
Oops!