Ideal Client Profile

U.S. Wealth Management specializes in providing comprehensive financial planning and wealth management services. In the North Haven, CT office, the combination of our extensive financial experience as Certified Financial Planners (CFP®) and income tax experience as a Certified Public Accountants (CPA) enables us to provide the highest quality of service to clients. We utilize many strategic alliances and affiliations with other financial professionals, attorneys and business organizations to compliment and enhance the services that his firm provides.

The general description of our ideal client is as follows:

• Net worth in excess of $3,000,000
• Minimum of $500,000 in investment assets
• Target investment assets $1,000,000 to $5,000,000
• Receptive to financial and estate planning ideas and strategies