John Wolff resigns from Wealth & Tax Advisory Services

 In Uncategorized

US Fiduciary, L.P., a leading boutique financial services firm focused on serving high-end investment advisors and their high net worth and institutional clients, has announced that Mr. John Wolff will establish the inaugural US Fiduciary office in the Northern Virginia/Washington DC area. Mr. Wolff joins US Fiduciary from Wealth & Tax Advisory Services, Inc., a member of HSBC Group.

Jim Lynch, EVP of Business Development, and National Sales Manager for US Fiduciary: “High net and ultra-high net worth individuals, especially members of the ‘boomer’ generation, are increasingly seeking independent financial advisors who are not affiliated with large brokerage or banking institutions. Our comprehensive offering is an ideal solution for advisors seeking true independence coupled with institutional quality technology, research, and products.”

Mr. Wolff, a highly experienced veteran of the financial services industry, started his career in insurance and has grown his independent financial advisory practice over the last 20 years. In his role as Senior Managing Director of US Fiduciary, he will continue to service his existing client base as an objective, independent advisor and be well-positioned to continue to grow his business while leveraging the strong service support of US Fiduciary. Brian Ullsperger, also formerly of Wealth & Tax Advisory Services, joins Mr. Wolff in the Northern Virginia/Washington DC office as the Managing Director of Investment Consulting. Melissa Okrasinski joins the team from Merrill Lynch as the Associate Director of Investment Consulting.

“I wanted to partner with a firm that shares my values of providing the highest caliber of advice and service to my clients. US Fiduciary’s unique solution includes a high net worth focused Registered Investment Advisory practice with an integrated broker-dealer. Their open-architecture philosophy, coupled with their traditional asset management and alternative investments, will enable me to focus on my clients, their portfolios and growing my practice,” reflected Mr. Wolff.

Elliot Weissbluth, President of US Fiduciary: “Since entering the market last year, we have successfully attracted veteran financial advisors from independent investment advisory firms and some of the more prestigious brokerage firms. With strong partners like John, we are helping to reshape the industry. We are delighted to welcome John, Brian, and Melissa to US Fiduciary.”

About US Fiduciary, LP

US Fiduciary is a boutique financial services firm focused on serving high-end financial advisors and their high net worth and institutional clients. The company’s innovative and integrated offering of Managed Account Solutions, Broker Dealer Solutions, and RIA helps financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit

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