Strategy

US Wealth Management Adds Two New Practices

Stephen Little Reporter 24 May 2013

US Wealth Management Adds Two New Practices

US Wealth Management, an independent network of wealth managers, has recruited two new independent financial advisory practices for its platform, including Equity Planning and a team of two advisors based in Lehigh Valley, Pennsylvania.

The addition of the two practices to the US Wealth Management platform brings the firm’s total recruited advisory and brokerage client assets to more than $600 million.

Equity Planning is led by Marc Schliefer and advises on approximately $250 million in advisory and brokerage client assets.

The advisory team in Lehigh Valley, Pennsylvania, is led by Benjamin Haas and Christopher Sabosik and advises on approximately $60 million in combined advisory and brokerage client assets.

Equity Planning and the Lehigh Valley team will use LPL Financial, the broker-dealer for US Wealth Management, for all commission-based securities activities. For all fee-based activities, both teams will work under US Financial Advisors.

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