Northshore Magazine

Northshore October 2015

Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.

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The art and soul of wealth management. our out of five money management firms simply build their clients a portfolio of stocks, funds or annuities and leave it at that. We encourage our clients to think differently. We have conversations with our clients to explore their core values – what are the things in life that you need to accomplish to feel like your life has purpose? Resources must be deployed in such a way as to attain and maintain those defining goals. We incorporate principles of tax mitigation, asset protection, purposeful wealth transfer and pro-active preparation for aging health care events. This is how we make thoughtful plans differently than others. This is our approach to Wealth Management. If your confidence in your current financial plan is lacking or you are just not sure you are getting all that you need, ask us about our second opinion service. We look forward to hearing from you! RICK MCDONALD President 781.246.0222 | | 301 Edgewater Place, Suite 410, Wakefield MA, 01880 US Advisory Group is a wealth management firm in the Greater Boston area. A family firm, we focus on providing wealth management solutions to successful individuals and family owned business owners. We help our clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. F We strive to set our client family's wealth and legacy at ease.

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