Braintree Firm to Expand Nationally…U.S. Wealth Management, Inc. Announces $1.87 Million Partnership
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Added: 08/13/2005
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Braintree Firm to Expand Nationally…U.S. Wealth Management, Inc. Announces $1.87 Million Partnership
Braintree, MA August 13, 2005 -- U.S. Wealth Management, Inc., a firm specializing in providing financial services programs through CPA firm affiliates, has announced a $1.875 million partnership with Ash Brokerage, a full service, nationwide insurance brokerage agency.
The partnership will allow for Ash Brokerage to become a minority shareholder of up to 25 percent in U.S. Wealth Management over the next two years. The agreement in turn allows U.S. Wealth to expand out of the New England region and across the country. Ash Brokerage has a national presence with 11 offices throughout the United States.
U.S. Wealth Management will expand its presence immediately in the Dallas, Tampa and Indianapolis markets and into California soon thereafter. Ash Brokerage also maintains offices in a number of additional U.S. cities including Seattle, WA, Novi, MI, Fort Wayne, IN, Nashville, TN, Harrisburg, PA and Natick, MA.
“Ash Brokerage has a reputation for excellence and a commitment to their customers that is a perfect fit with our mission at U.S. Wealth Management,” said John Napolitano, CEO of U.S. Wealth Management, Inc. “This partnership will increase our national presence and ensure that our clients have access to the very finest products and services that meet their individual needs.”
About U.S. Wealth Management, Inc.
U.S. Wealth Management, Inc. (UWSM) works with Certified Public Account (CPA) firms to provide financial planning services and products to their clients. USWM’s proprietary affiliate program for CPAs offers independent financial planning services and products, in addition to practice management, training, technical support and ongoing workshops. More than 45 New England CPA firms have established relationships with USWM. To learn more, visit www.cpafp.com, or call 781-849-9200.
About Ash Brokerage
Ash Brokerage is one of the largest independently held brokerage firms in the United States. Headquartered in Fort Wayne, IN this 34 year old national firm has locations in 11 cities and over 150 employees. Known as The Practice Enhancement Company Ash focuses on finding products and concepts that fit the financial professional’s business model and works with them to grow their business. For further information visit their website at www.ashbrokerage.com or call 800-589-3000.
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