U S Wealth Group, LLC.
U.S. Wealth Group, LLC is an SEC-registered investment adviser headquartered in Woodbury, New York. The firm provides independent, personalized financial planning and investment advisory solutions for individuals, families, retirees, business owners, widows, and divorcees. With a combined staff experience exceeding 80 years, U.S. Wealth Group is dedicated to designing and implementing customized plans to help clients achieve their financial goals. It currently manages over $116 million in assets and employs approximately two professionals. The firm emphasizes fiduciary duty, client-centric strategies, and a transparent, fee-based model. U.S. Wealth Group primarily serves high-net-worth individuals and professionals seeking personal wealth management and financial confidence.
Investment Strategy
U.S. Wealth Group delivers highly personalized investment strategies centered on each client's unique goals, risk tolerance, and time horizon. Their process emphasizes active financial planning, customized asset allocations, and a focus on consistency in investment returns. The firm stresses risk management to protect clients from market downturns and uses a proven method that prioritizes both short-term objectives and long-term security. As an independent adviser, U.S. Wealth Group is not confined to proprietary products, enabling them to provide fiduciary guidance focused solely on client interests. Tax efficiency, wealth preservation for heirs, and asset protection are integral to their holistic advisory process.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp | 6.45% | $8.3M | 52,333 | $137.29 | $157.99 | +$3.3M |
I IEF | IEF | 5.77% | $7.4M | 77,340 | $92.45 | $95.77 | -$670.0K |
A AGG | Ishares Tr Lehman Bd Fd | 5.72% | $7.3M | 73,958 | $96.90 | $99.20 | -$620.8K |
T TLT | TLT | 5.57% | $7.1M | 80,993 | $87.33 | $88.25 | -$960.7K |
M MSFT | Microsoft Corp | 4.91% | $6.3M | 12,652 | $425.75 | $497.41 | +$1.8M |