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IT ALL STARTS WITH YOUR

COMPREHENSIVE FINANCIAL PLAN

Which puts you on the right path to make your retirement.

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AS YOUR

FINANCIAL HEAD COACH

We develop a deep understanding of all facets of your financial life to consolidate and simplify the fragmented advice you may receive from multiple sources.

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PROVIDING YOU WITH

DIRECT ACCESS TO EXPERIENCED INVESTMENT MINDS

Allows you to feel confident in the advice given and decisions made.

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What interests you today?

Asset Protection

A comprehensive risk assessment is essential to any financial plan. Proactively addressing key risk factors can help protect you and your family from undue hardship if tragic events like death, disability or critical illness strike.

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.

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.

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Gary R. Oman

Wealth Manager

Gary grew up in Brockton, attended Brockton schools and graduated from the “old” Brockton High, as many area natives like to say. His...

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Amy S. Oman

Client Relations Associate

Amy joined U.S. Wealth Management in May 2013. She works as a Client Relations Associate, supporting Gary Oman in his wealth management practice...

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Contact info

  •   30 Braintree Hill Office Park, Suite 201, Braintree, Massachusetts 02184
  •   (508) 559-2244 or (781) 884-2342
  •   gary@uswealthoman.com

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Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and U.S. Wealth Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: FL, MA, NH. To view current copies of our form ADV Part 2A, Form CRS, and Privacy Policies please CLICK HERE

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