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About Us
Mission Statement
Management Bios
Helpful Links
Careers
Contact Us
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Management Team
John P. Napolitano, CFP®, CPA, PFS, MST, RLP®
President
John started his career in public accounting in 1978 with Alexander Grant & Company, and then went on to build a CPA firm with a financial planning focus in Wayland, MA. In 1992, John left the practice of public accounting to concentrate exclusively on financial planning for individuals and small businesses.
As Chairman and CEO of U.S. Wealth Management, LLC, John founded the company to create a culture that did not exist in the marketplace. U.S. Wealth Management only works with financial professionals passionate about wealth management and willing to belong to a professional coaching program. The vision for U. S. Wealth is to be a leader in the hybrid RIA-Broker Dealer model for financial professionals.
John is also the editor-in-chief of “The Paragon Advisor” ( TheParagonAdvisor.com), a practice management and business development newsletter featuring the top consultants to the financial services industry such as Dan Sullivan, Ron Carson, Bob Veres, Bill Cates, George Kinder and a host of others.
John is a well-known financial practitioner, writer, instructor, and broadcast commentator. He is a noted authority on financial planning and the management of a wealth management practice and has instructed financial planning courses for more than 40 Financial Planning Association chapters, the American Institute of CPAs, the MA, NH, RI, NY, IN and CT Societies of CPAs, NAPFA, SFSP, Bentley College, Northeastern University, and as a keynote speaker for professional organizations throughout the country. He also conducts live and recorded educational webinars. More information on John's speaking and writing can be found at www.JohnPNapolitano.com.
George T. Clarke, CPA, MSF
Chief Financial Officer
George brings extensive domestic and international experience in the financial services industry to U.S. Wealth Management, LLC. He previously served as Executive Vice President, Chief Financial Officer and Board Director at Moors & Cabot, Inc. in Boston, MA. While at Moors & Cabot, he was an allied member of the New York Stock Exchange. His corporate experience also includes serving as Senior Vice President and Controller at UST CORP and positions with Bank of Boston Corp. and Coopers & Lybrand (Boston and London, UK).
George earned a Bachelor of Science degree in Accounting from Bentley College in Waltham, MA and Master of Science degree in Finance with a concentration in the Management of Financial Service Institutions from the Carroll School of Management at Boston College. He is a Certified Public Accountant, holds an FINRA series 27 license, and is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants, Financial Executives International and is a former member of the New England Banking Institute's Accounting Advisory Board.
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139 Wood Road, Braintree, MA 02184
Investment advisory services offered residents of CA, CT, FL, IL, IN, KY, LA, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, RN, TX and VT through advisory representatives of U.S. Financial Advisors, LLC (USFA), an SEC-registered investment advisor. Securities offered to residents of AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT and WA through registered representatives of Lincoln Financial Securities, a registered broker-dealer and member FINRA/SIPC. USFA, and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. U.S. Wealth Management companies are not affiliated with Lincoln Financial Securities. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. |
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