Asset Management

U.S. Asset Management is a financial planning firm that prides itself on its foundation of integrity, prudent investment guidance, and attention to clients' needs. We believe in building trust with our clients, keeping costs fair, promoting simplicity, and ensuring frequent communication. Our success is measured by our clients' success in achieving what is important to them and their families. With our services, clients can spend more time and energy on their family, friends, work, and hobbies, knowing that their assets are in capable hands.

Our Services

At U.S. Asset Management, we offer a range of services designed to help our clients make better decisions with their money. Our services include:

• Retirement Income Planning: We help clients develop a retirement income plan that is tailored to their needs and goals. Our plan considers all sources of retirement income, including Social Security, pensions, and investments, to ensure that clients have enough income to last throughout their retirement years.
• Inheritance, Trust & Estate Related Planning: We help clients plan for the distribution of their assets after they pass away. Our services include the creation of trusts, wills, and other estate planning documents, as well as the implementation of tax reduction strategies.
• Divorce Planning: We help clients navigate the financial aspects of divorce. Our services include the analysis of financial settlement options, the division of assets, and the creation of a post-divorce financial plan.
• Investment Management: We provide professional investment management services designed to help clients grow and protect their wealth. Our services include the creation of investment portfolios, the implementation of asset allocation strategies, and the ongoing management of investments.

Meet Dave

Dave is a Certified Portfolio Manager, Certified Divorce Financial Analyst, and owner of U.S. Asset Management. His primary responsibility is portfolio management and client relationship management. He holds a bachelor's degree in Finance from Auburn University and spent the better part of his career working as an advisor with two of the largest investment firms in the country. Dave and his wife Shawn met at Auburn University and have been married for 31 years. They have two highly creative kids and five cats. When they are not tending to Shawn's garden, they enjoy spending time with their family & friends.

Our Process

At U.S. Asset Management, we take a collaborative and coordinated approach to financial planning. We begin by getting to know our clients and what is important to them. We then review their progress towards their goals and develop a plan centered on their needs. We help implement the plan using prudent investment management and administrative services. Finally, we provide quarterly performance reports to keep our clients informed and up-to-date.

Working with Us

We believe in building long-term relationships with our clients based on trust, fair costs, simplicity, and frequent communication. We work with our clients' CPAs, attorneys, and insurance professionals to ensure that all aspects of their financial lives are coordinated and aligned with their goals.

If you are looking for a financial planning firm that can help you make better decisions with your money, we invite you to learn more about us and our services. Contact us today to schedule a complimentary consultation with Dave.