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IT ALL STARTS WITH A COMPREHENSIVE FINANCIAL PLAN –

Which puts you on the right path to pursue making your retirement a reality.

AS YOUR FINANCIAL HEAD COACH –

We develop a deep understanding of all facets of your financial game plan and thus can consolidate the fractured advice you may receive from multiple sources.

WITH DIRECT ACCESS TO EXPERIENCED INVESTMENT MINDS –

You can feel confident in the advice given and decisions made.

 

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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.
Get Started.

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.

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George T. Clarke, CPA/PFS℠

Wealth Manager

George brings extensive domestic and international experience in the financial services industry to U.S. Wealth Management. In addition to his...
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Richard Ropelewski, CFP®​

Wealth Manager

Rick focuses on developing comprehensive financial plans for successful individuals, families, professionals and business owners. As a financial...
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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 his wealth...

Alan D. Reese, CPA and CFP®​

Director of Financial Planning

Alan has over 30 years in commercial and consumer lending, mortgage banking, and financial and accounting services. Alan works with a wide variety...
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Tom Fletcher, CFP®​

Director of Investment Strategies

Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience includes investment and wealth...
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Chrissy McCormack

Client Services Associate

Chrissy joins US Wealth Management as a Client Services Associate, coordinating all aspects of the client service experience, project management...

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Contact info

  •   30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
  •   781-884-2345 (office) | 617-990-4593 (cell)
  •   gclarke@uswealthmanagement.com

Contact us

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. US Financial Advisors, U.S. Wealth Management and U.S. Wealth Management Boston are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CA, CT, FL, IL, IN, KY, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, VT

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