When I first became a Financial Advisor of US Wealth Management, I knew that most Advisors from competing firms focused only on helping people invest their retirement savings, with little attention paid to their clients’ individual circumstances, such as their family situations, their goals, their experiences, or even their fears. That is not how I wish to help people.
Consider differing needs of hypothetical people under differing circumstances, like a young mother not involved in the family finances prior to her husband's unexpected passing and those of a highly successful business owner nearing retirement, or sale of her business. In my experience, the young widow may be worried she’ll need to sell the house and go back to work full-time, while leaving her children with day care providers. The successful business owner will have a different set of concerns, such as enhancing her wealth through tax mitigation; protecting her wealth from unintended diversion, litigation, or catastrophic loss; establishing or updating estate plans to ensure the efficient transfer of wealth to those whom she desires; and learning of ways to increase the impact of charitable giving intentions. While the needs of individuals and families are vastly different, many Advisors are equipped, or choose, to provide only static investment advice. Their clients are not being well served.
We seek to provide comprehensive Wealth Management to people for whom we can potentially make a major impact. We go beyond investment advice to guide those individuals, families, and business owners on how to prepare for and address significant transitional life events and concerns in their lives. Our advanced financial planning recommendations both complement and shape our investment management recommendations. We literally become our client’s financial head coach, coordinating the subject matter expert advice from their accountants, insurance providers, attorneys, and other professionals. Our goal is to guide and assist each client to live their individual life of significance.
We begin each new client engagement with our Discovery Meeting, which informs us about your unique values, goals, relationships and interests.
From your answers to our in-depth interview questions, we create and share with you a resulting Personal Life Profile. This easy-to-follow depiction of what is important to you puts us in the best position to make the on-target wealth management recommendations you need.
Personal Life Profile Sample
Once we have completed our deep-dive Discovery and provided you the Personal Life Profile, we will provide you with Advanced Planning recommendations to address your unique concerns.
These concerns may include preserving wealth, mitigating taxes, taking care of heirs, ensuring your assets are not unjustly taken, and maximizing the impact of your charitable goals.
We then work with you to prioritize and implement the recommendations and schedule regular progress and situational update meetings.
We also wish to provide clients, friends, family and associates of our valued clients an opportunity to gain comfort that they are making good decisions about their financial futures in these uncertain economic times.
We offer our Discovery Meeting, Personal Life Profile and Initial Findings as a second opinion on the financial advice they presently receive.
Learn About Our Second Opinion Service
Wealth Manager
George brings extensive domestic and international experience in the financial services industry to U.S. Wealth Management.
View George's ProfileThe Clarke Group at U.S. Wealth Management offers investment advice through Great Valley Advisor Group (GVA), a Registered Investment Advisor.
We are situated in the GVA Braintree, Massachusetts office, which facilitates our localized professional collaboration and succession planning arrangements with other U.S. Wealth Management and GVA-affiliated Advisors. Great Valley Advisor Group and U.S. Wealth Management are separate entities.
As fiduciaries, we have met rigorous education, training and ethical standards. You can be confident that we are obligated and committed to serving your best interests at all times.
The Clarke Group at U.S. Wealth Management offers investment advice through Great Valley Advisor Group (GVA), a Registered Investment Advisor. We are situated in the GVA Braintree, Massachusetts office, which facilitates our localized professional collaboration and succession planning arrangements with other U.S. Wealth Management and GVA-affiliated Advisors. Great Valley Advisor Group and U.S. Wealth Management are separate entities.
As fiduciaries, we have met rigorous education, training and ethical standards. You can be confident that we are obligated and committed to serving your best interests at all times.
Ok, you don’t use random passwords, let alone a Password Manager app, but you think you’ve got your risk covered because you base your passwords on a combination of your favorite team’s nickname, a symbol, and important family dates.
Wrong! Even passwords that appear strong may be vulnerable when they follow predictable patterns or have previously appeared in a data breach.
Someone asked me about how a Donor Advised Fund works. The individual had recently sold their business and had heard of this vehicle as a way to amplify charitable giving in light of the current year sale-of-business gain.
Donor Advised Funds can offer some of the advantages of a charitable foundation while retaining much of the convenience of direct charitable giving.
One of the most inspiring charity tournaments of the year! I’m proud to support it both financially and as a volunteer for the second year now.
Honored to be part of something that truly makes a difference.