Asset Protection
Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from hardship.
What Interests You Today?
Does My Portfolio Fit Me?
Capture your risk tolerance and see if your portfolio fits you.
Estate Planning Guidance
We can provide guidance on intergenerational planning and the transfer of assets and/or collaborate with your existing Estate Planning professional to minimize the possibility of something falling through the cracks.
Meet Our Team
Wealth Manager
George brings extensive domestic and international experience in the financial services industry to U.S. Wealth Manageme...
Wealth Manager
Rick focuses on developing comprehensive financial plans for successful individuals, families, professionals and busines...
Wealth Manager Assistant
Tom joined U.S. Wealth Management in 2011. He works as a Wealth Manager Assistant, assisting Rick Ropelewski, CFP® with...
Director of Financial Planning
Alan has over 30 years in commercial and consumer lending, mortgage banking, and financial and accounting services. Alan...
Director of Investment Strategy
Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience incl...
Blogs
By: Chrissy McCormack Memorial Day: A day when the United States mourns those members who died in active military service. How do you honor the men and women of our country who paid the ultimate sacrifice for our freedom? Well, if you live in Cohasset, you have three days of events honoring and memorializing those who gave their lives for our country with those that were fortunate enough to come home. Cohasset is a small...
No, I’m not talking about Disney World; but rather the Natick Outdoor Store; a sporting goods store outside Boston. My son is building a canoe as part of a high school project, for which he is thrilled as he loves to fish. For our household the challenge of owning a canoe is the minor detail of how to get this water craft home and transport it to local bodies of water. We are not buying...
In December 2012, a landmark study was launched to determine a national retirement peace of mind.[1] It included more than 6,000 respondents age 45 and older. It found that average Americans have a lot of challenges and a lot of expectations for their retirement years. Retirement Expectations Traditionally, many Americans have viewed retirement as a time of leisure. Today, more and more of us expect to work during our retirement years. Seven out of ten...