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Comprehensive Services Provided

We provide assistance with a broad range of financial and income tax services for businesses and individuals. The North Haven office of U.S. Wealth Management is one of several located in Connecticut and has offices all across the country. Through this broad network of like minded professionals, we can offer our services to clients in the following areas:
  • Complete wealth management
  • Comprehensive financial planning
  • Asset management and portfolio advisory services
  • Assistance with 401k rollovers and pension lump-sum distributions
  • Income tax preparation
  • Risk management
  • Wealth Transfer Planning
  • Retirement plans
  • Individual Retirement Accounts 

 

 

 

            
©2010 Thomas P. Morrone, CFP®, CPA. All rights reserved.

Securities offered through Lincoln Financial Securities, a registered broker-dealer and member, FINRA/SIPC. Investment advisory services offered through U.S. Financial Advisors, LLC (USFA), an SEC-registered investment advisor. USFA and U.S. Insurance Brokers, LLC (USIB) are wholly owned subsidiaries of U.S. Wealth Management, LLC (USWM). USWM companies are not affiliated with Lincoln Financial