What Interests You Today?

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.

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

Camy Loucks

Marketing Director

My background lies in Marketing and Communications for individual clients and corporate entities, which allows me to...

George T. Clarke CPA/PFS, MSF

Wealth Manager

George brings extensive domestic and international experience in the financial services industry to U.S. Wealth...

Richard Ropelewski CFP®

Wealth Manager

Rick focuses on developing comprehensive financial plans for successful individuals, families, professionals and...

Thomas Lally CFP®

Wealth Manager Assistant

Tom joined U.S. Wealth Management in 2011. He works as a Wealth Manager Assistant, assisting Rick Ropelewski, CFP® with...

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

The SECURE Act – What to Know and Who to Call (January 2020)

George T. Clarke |
Categories
SECURE Act
Retirement
Estate Planning
Financial Planning
George T. Clarke
As you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could impact some decisions about retirement savings strategy. The one page summary highlights the 10 Key Provisions of the SECURE Act as well as some additional information regarding the specific provisions in the Detailed Summary but if you have any questions about this law please feel free to contact me at gclarke@uswealthmanagement.com or 781-884-2345.

2020 Investor Outlook

George T. Clarke |
By George T. Clarke, CPA/PFS, MSF January 15, 2020 - Happy New Year! What a difference a year makes. Just over a year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an increased risk that a recession, or market crisis, might be on the horizon. Confidence in investing fundamentals coupled with attractive stock valuations helped...

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