1960 Satellite Blvd. Suite 2200 | Duluth, GA 30097
    Contact us at: 678-894-0696

U.S. Asset Management

Fiduciary Financial Advisory
financial advisors Braselton, financial consultant Dacula

About Us

Who we are

Who we are

U.S. Asset Management has been built on a foundation of integrity, prudent investment
guidance, attention to detail and thorough attention to client needs. We believe in:

Trust

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Simplicity

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Fair Costs

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Frequent Communication

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David Cross is a Certified Portfolio Manager and Wealth Advisor with U.S. Asset Management. His primary responsibility is portfolio management and client relationship management. After 25 years at major Wall Street firms and leading a team that was responsible for managing over $220 million in client assets, he left in 2016 to start his own company. He holds a Bachelor of Science degree in finance from Auburn University and earned his Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University.  David has earned numerous distinguished service awards with his former employers and he has over 25 years of experience managing investments for individuals, businesses and charities. He is active in the business and civic community, serving in a variety of organizations:

  • Georgia Council on Economic Education, Board of Trustees
  • The Community Foundation for Northeast Georgia, Professional Advisors Committee Chair
  • The Hudgen’s Center for the Arts, Treasurer
  • Georgia Association of Business Brokers, Board of Directors
  • Gwinnett Medical Center Foundation, Cornerstone Society
  • Gwinnett Chamber of Commerce, Chairman’s Club
  • Boy Scouts of America, Atlanta Area Council and Northeast GA Council (David is also an Eagle Scout)

What we do

What we do

We help busy families manage their finances. From financial planning to investment
management and even supporting his clients favorite charities. In addition to traditional
investment management. We provide services in:

  • Retirement Income Planning
  • Estate & Trust Related Planning
  • Financial Planning
  • Philanthropic & Gifting Planning
  • Tax Reduction
  • Alternative Investments
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Monthly & Quarterly Reports

  • Monthly or Quarterly Performance Reports
  • Proactive Service Calls
  • Assistance With Online and Mobile Applications
  • Responding to Service Requests on a Timely Basis
  • Helping you Read and Understand your Statements
  • Facilitating Transfers Between Accounts, Children, Charities, etc.
  • Handling Required Mandatory Distributions (RMD) for your IRA
  • Scheduling Regular Meetings or Calls for your Financial Update
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Financial Planning

  • Develop Financial Goals
  • How Long do I Need to Work?
  • How Much Will I Need for Retirement?
  • Understand your Estimated Rate of Return
  • Understand Risk Tolerance
  • Create an Income Plan for Retirement
  • Vacation Property Evaluation
  • Education Cost Planning

How we do it

  • We begin with getting to know you and what is important to you
  • We follow up with a plan centered on your needs
  • We implement the plan using prudent investment management
  • We review your progress to your goals

We will collaborate and coordinate with your CPA, Attorney and Insurance Professionals.