Boston, MA (January 22, 2015) – U.S. Wealth Management (USWM), a national network of independent wealth managers, today announced that Reading, PA resident Adam Werner, has affiliated with the firm. Mr. Werner is joining the office of existing Wealth Manager Benjamin Haas, CFP®, CRPC®, in Kutztown, Pennsylvania where he will assist advisors with a robust and comprehensive platform of financial services to address their client’s individual needs, including financial planning, asset management*, insurance, retirement plans, estate planning and annuities.
Mr. Werner brings 8 years of experience in financial services, most recently spending 6 years with Ameriprise Financial as both a Financial Advisor and Registered Sales Assistant. In addition to advising and caring for clients, Adam has also been responsible for assisting in personal financial consulting services and the on-going business operations of the practice. This U.S. Wealth Management office is located at 158 West Main Street, Kutztown, PA 19530 and Adam can be contacted by phone at 484-648-4040 and by email awerner@uswealthlv.com.
“We are very pleased to welcome Adam to our growing company,” said John P. Napolitano, CEO of U.S. Wealth Management. “Adam has valuable experience in financial services and talent for understanding clients’ individual needs and has built a honorable reputation for integrity and results.”
“We are delighted to welcome Adam to our expanding business. In working with Adam for four years at Ameriprise Financial, I have witnessed his passion for providing his clientele with the right services and products. It is evident that his philosophy for client customization and high-touch service matches my own. I’m excited for this opportunity to work closely with him again,” said Benjamin N. Haas.
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About U.S. Wealth Management
U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients’ financial future. With fourteen offices located nationwide, the wealth managers of the firm have a common focus – a personal interest in meeting all their clients’ investment, insurance, and retirement needs as they change throughout their lifetime.
With access to comprehensive resources including asset management / research, advanced technology and an expansive product platform, the wealth managers affiliated with U.S. Wealth Management serve their clients with the support of a dedicated team of experienced professionals who put the clients’ needs first.
For wealth managers, U.S. Wealth Management provides the full spectrum of resources necessary to advance the growth and value of their practices, providing true independence with structured support. The firm offers to wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning. Visit uswealthlv.com for more information on the Lehigh Valley office or uswealthmanagement.com to learn more about all of our offices.
Securities Offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial.
