It's not just a strategy. It's personal.
The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
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.
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.
We adhere to our professional obligation to act on your behalf, to always put your interests first.
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.
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.
Curated articles, videos, and more for a financially savvier you.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.