What Interests You Today?

Does My Portfolio Fit Me?

Investment strategies are designed to be maintained and updated over time. Use our free analysis tool to see if your existing portfolio is aligned with your current risk tolerance.

Comprehensive Financial Planning

Our team can help consolidate advice from the many professionals you are working with to come up with a clear and concise financial plan moving forward. This will help give you confidence knowing that you have a real partner planning your financial future.

Estate Planning Guidance

We can provide guidance on intergenerational planning to help manage your legacy and/or collaborate with your existing estate planning professional to minimize the possibility of something falling through the cracks. 


I grew up in a family business and at an early age I learned the importance of hard work, providing an elevated level of...

Director of Investment Strategy

Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience...

Latest Blog Post

Paul Morrone |
We all know that cooking is an art, not a science. It’s why recipes passed down from generation to generation are never quite the same. Those who have religiously watched Everybody Loves Raymond may remember an episode where Marie gives Deborah her recipes as a gift. She also gives her a box of spices that have been intentionally mislabeled so that the finished product doesn’t taste nearly as good as her own – of course to ensure that Raymond remains loyal to her cooking. Some will find this story line incredibly relatable, others, not so much.
Paul Morrone |
While the calendar may say that spring has officially sprung, over three decades of experience living in New England has made me wise enough to know we can’t quite assume we are out of the woods yet. But this past weekend sure made many of us forget about the dark, cold and lonely winter that is nearly in the rear-view mirror.
Paul Morrone |
As you know, our affiliation with US Wealth Management has persisted for over two decades – and remains strong to this day. When Tom started in the independent wealth management business back in 2000, the team at US Wealth was integral in shaping the business that exists today.