Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/410828
The Art & Soul of Wealth Management W hether you are wrestling with what to do with your $400,000 401(k) rollover or are dealing with a multi-million dollar family liquidity event, the process of Wealth Management is essentially the same. Most people and their advisors think Wealth Management is about the portfolio; It's not. We believe Wealth Management is about deploying your resources to best achieve and sustain the things that are most important to you. Your appropriate portfolio must be enhanced by strategic tax mitigation, asset protection, and wealth transfer tactics for your spouse and family members. As life happens, successful Wealth Management is sustained by having a collaborative team of experts constantly watching your back. This is Wealth Management – the USAG approach. Call us today. We would love to talk with you. RICK MCDONALD President 781.246.0222 | www.usadvisory.com | 301 Edgewater Place, Suite 410, Wakefield MA, 01880 WM = IC + AP + RM WM = Wealth Management, IC = Investment Counseling, AP = Advanced Planning, and RM = Relationship Management.