U.s. Wealth Group, LLC

U.S. Wealth Group, LLC, founded in 2006 by Robert Santarpia, offers personalized financial planning and investment management services to individuals, trusts, estates, and various entities. The firm manages approximately $154 million in assets for 256 clients on a discretionary basis. USWG is a fee-only firm, not involved in selling annuities, insurance, or commission-based investments. Clients receive tailored portfolios based on risk tolerance and preferences, primarily consisting of stocks, ETFs, and bonds. The firm charges a 1% quarterly fee based on total assets under management, with the ability to negotiate special arrangements. USWG follows a Modern Portfolio Theory-based investment approach, emphasizing diversification and cost efficiency. Robert Santarpia, with over 30 years of experience, is the principal owner and CEO, overseeing the firm's operations. Clients have the option to grant discretionary trading authority through a Limited Power of Attorney. USWG does not vote on behalf of clients or provide regular performance reports, but clients receive monthly statements from the custodian. Robert Santarpia has a Bachelor of Arts in Economics and a clean disciplinary record. He is the CEO and has decision-making authority at USWG.