U.S. Wealth Management, an independent network of wealth managers, has added two financial advisory practices to its platform, expanding its total recruited advisory and brokerage client assets.

With the addition of Equity Planning Inc. and the advisory team of Benjamin Haas and Christopher Sabosik, which is based in Lehigh Valley, Pa., USWM increased its total assets under advisement to over $600 million, up from $350 million at the beginning of this year. By this time next year, the Braintree, Mass., company expects to have more than $1 billion.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access