US Advisory Group was built on a simple belief: independent advice, thoughtful planning, and long-term relationships lead to better financial outcomes.
For decades, we have helped individuals, families, business owners, and retirees make confident financial decisions through changing markets, evolving tax laws, business transitions, retirement, and the transfer of wealth from one generation to the next.
Today, we continue that tradition by combining disciplined investment management with comprehensive wealth planning, helping our clients navigate every stage of their financial lives with clarity and confidence.
Investment management remains the foundation of our practice.
We believe successful investing requires more than reacting to headlines or following the latest trend. It requires discipline, due diligence, and a commitment to continuous learning.
Our Investment Committee draws on research and insights from many of the world’s leading investment firms, economists, and portfolio managers. We evaluate those perspectives independently, challenge our own assumptions, and build portfolios designed to support our clients’ long-term goals.
We don’t believe any one firm has all the answers. We believe our clients benefit from institutional-quality research combined with independent judgment and advice that is always focused on their best interests.
A family’s financial life is interconnected.
Investment decisions influence taxes. Estate plans affect future generations. Business transitions, retirement, charitable giving, insurance, and education planning all play an important role in long-term financial success.
Our role extends beyond managing investments. We help clients coordinate these decisions, working closely with attorneys, CPAs, and other trusted professionals so every part of a financial plan supports the client’s broader goals.
We strive to be the trusted advisor our clients call first—not because we do everything ourselves, but because we help ensure everything is done well.
US Advisory Group has proudly served families throughout the North Shore and beyond for decades.
The firm has always been guided by the principles of independence, thoughtful advice, and lasting relationships. While the financial world has evolved considerably over the years, those principles remain unchanged.
Today, Chris and Tucker are building on that foundation with a long-term vision for the future. They are committed to preserving what has made the firm successful while continually strengthening its investment process, expanding its planning capabilities, and investing in the people and resources needed to serve clients for generations to come.
We are not simply managing portfolios for today.
We are building enduring relationships designed to help families make confident financial decisions for decades—and to provide the same trusted guidance to future generations.
Markets will change.
Tax laws will change.
Families will change.
Our responsibility is to remain a steady, trusted partner through each of those changes.
By combining disciplined investment management, comprehensive wealth planning, and independent advice, we help individuals, families, and business owners make confident financial decisions—today, tomorrow, and for generations to come.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through US Advisory Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
