Earlier, U.S. Wealth Management operated as a broker dealer, but has recently changed its focus to serve a financial services branch
Lincoln Financial Securities, an affiliate of Lincoln Financial Group, has announced that Braintree-based U.S. Wealth Management has become a branch office.
Bob Dineen, president and CEO of Lincoln Financial Network, said: “Through a series of proven coaching programs, U.S. Wealth Management has consistently assisted advisors in defining their life and business goals. It is exactly the type of firm we look to affiliate with.”
Earlier, U.S. Wealth Management operated as a broker dealer, but has recently changed its focus to serve a financial services branch.
John Napolitano, president and CEO of U.S. Wealth Management, said: “The ability to outsource many of its broker/dealer functions while maintaining its independent brand was one of the reasons U.S. Wealth Management choose to affiliate with LFS. Our affiliation also provides greater economies of scale for branch development and recruiting support and access to the latest technologies.”
U.S. Wealth Management is a one-stop financial services provider focused to support all the needs of advisors through practice development, practice management and coaching programs.