Business Details
10 Years
experience
Your Trusted Partner for Financial Advisory Solutions in Duluth, GA
U.S. Asset Management was founded in 2016 on principles of integrity, prudent investment guidance, and client-centric service. Our team, led by David Crossa Certified Portfolio Manager with over 33 years of experiencespecializes in retirement planning, estate strategies, and divorce financial analysis. We prioritize trust, transparent costs, and simplicity while delivering personalized investment management for individuals, businesses, and charities.Our approach emphasizes frequent communication and tailored solutions aligned with each client's unique goals. With expertise in navigating complex financial decisions, we empower clients to make informed choices about their financial futures. Our commitment to excellence is reflected in our community involvement and dedication to lifelong learning in evolving market landscapes.
Services
Retirement Planning
Investment Management
Estate Planning
Divorce Financial Analysis
Portfolio Management
Details
- Year established: 2016
Highlights and features
- We offer over 33 years of experience managing investments for individuals and businesses.
- Our team includes certified professionals with specialized expertise in financial planning.
- We prioritize transparent fee structures and straightforward communication.
- Our strategies emphasize long-term stability over short-term market speculation.
- We combine personalized service with rigorous analysis of financial risks and opportunities.
Associations and certifications
- Certified Portfolio Manager
- Certified Divorce Financial Analyst
Services
Retirement Planning
Our retirement planning services help clients assess their financial readiness through personalized strategies for pension optimization, tax-efficient withdrawals, and long-term care cost mitigation. We analyze current assets, future income streams, and risk tolerance to create sustainable retirement income plans. Our approach emphasizes education and proactive adjustments to market changes while maintaining focus on clients' lifestyle goals.
Investment Management
We provide customized investment management solutions focusing on portfolio diversification, risk management, and long-term growth objectives. Our strategies incorporate both traditional and alternative asset classes while maintaining alignment with clients' financial goals and ethical considerations. Regular performance reviews and rebalancing ensure portfolios remain optimized through market cycles and evolving personal circumstances.
Estate Planning
Our estate planning services address wealth preservation and transfer through trusts, wills, and tax-efficient gifting strategies. We collaborate with legal professionals to ensure proper documentation while addressing business succession and charitable giving components. The process includes evaluating insurance needs and implementing structures that protect assets for future generations while minimizing tax liabilities.
Divorce Financial Analysis
We specialize in divorce financial planning, analyzing asset division, alimony considerations, and long-term financial impacts of settlement decisions. Our services include valuing complex assets, projecting post-divorce cash flows, and creating new investment strategies for both parties. We provide expert testimony when required and focus on achieving equitable outcomes through data-driven analysis.
Portfolio Management
Our portfolio management approach combines strategic asset allocation with active risk monitoring across equities, fixed income, and alternative investments. We implement tax-efficient trading strategies while maintaining liquidity for clients' immediate needs. Regular reporting includes performance attribution analysis and scenario planning to help clients understand potential outcomes under various market conditions.
People
David Cross
Founder & Wealth Advisor
David Cross is a Certified Portfolio Manager with over 33 years of experience in investment management. He founded U.S. Asset Management in 2016 after earning recognition at major financial institutions. His expertise includes retirement strategies, divorce financial analysis, and estate planning. He holds a finance degree from Auburn University and actively participates in civic organizations.
Questions
What financial planning services do you specialize in?
We specialize in retirement planning, investment management, estate planning, and divorce financial analysis tailored to individual client needs.
How do you approach investment portfolio management?
Our approach combines strategic asset allocation with active risk monitoring across diverse asset classes while maintaining alignment with client goals.
What makes your retirement planning different?
We focus on tax-efficient withdrawal strategies, long-term care planning, and personalized risk assessments rather than generic retirement formulas.
Do you work with clients outside Georgia?
While based in Duluth, we serve clients nationwide through virtual consultations and digital document management systems.
How are your fees structured?
We use transparent fee structures based on assets under management, with no hidden commissions or transaction fees.
Can you help with business succession planning?
Yes, we incorporate business succession strategies into estate planning to ensure smooth transitions and tax-efficient wealth transfer.
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