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Bringing a Breadth of Experience

and customized wealth management solutions to individuals nationwide.

We have teamed up with two of the largest financial services firms in the country to provide custody and clearing services, enabling us to provide sophisticated, holistic wealth management services, with expanded access to investment solutions and the latest technology offering and investment performance. 

With these resources, we are able to offer our clients the services and support of a large firm while creating personalized  solutions tailored to your unique needs and goals. And because we are an independent firm, we  deliver recommendations that solely serve your best interests.


Our Wealth Management Solutions

In addition to the services below, we also offer unique private equity offerings for our ultra-high-net-worth clients.


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Financial Planning

  • Investment planning and management
  • Retirement planning
  • Risk management
  • Tax planning
  • Estate planning

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Tax-Exempt Securities

  • Access to tax-exempt investment securities
  • Customized tax-exempt portfolios
  • Access to multiple sources of bonds


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Investments

  • Investment planning and management
  • Retirement planning
  • Education planning

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Lending

  • Securities-based lending
  • Margin-based lending

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Insurance

  • Annuity strategies
  • Long-term care
  • Life insurance
  • Estate Planning Policies


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Businesses**

  • 401(k) / employer-sponsored plans
  • Banking and lines of credit
  • Succession planning
  • Property and casualty insurance
  • **Through agreements with professionals outside of our firm

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Families & Executives

  • Estate/legacy planning
  • Restricted and control stock strategies
  • 10b5-1 trading plans


Contact An Advisor Today

Select here for information about the types of customer relationships and services USCWA offers >>>
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