Providing wisdom and convenience to
help you make better decisions with your money.
Retirement
Estate Planning Related
Investment Education
Are major financial decisions in your future?
We all face major financial decisions at some point in our lives. You should have an experienced expert on your side. Only 27% of Americans currently use the services of a financial planning advisor because many people think only “wealthy people” use those services. Source: Certified Financial Planner Board of Standards, Inc
People just like you seek advice to help them make good decisions with their money. You wouldn’t build a home without an experienced builder and a solid plan so why would you risk your money trying to build your financial future on your own?
David Cross is a Certified Portfolio Manager and Wealth Advisor with U.S. Asset Management. He has over 30 years of experience advising clients. His primary responsibility is portfolio management and client relationship management. He founded U.S. Asset Management in 2016.
David holds a Bachelor of Science degree in finance from Auburn University and is a Certified Portfolio Manager ®. In addition, David is a Certified Divorce Financial Analyst® practitioner. He has earned numerous distinguished service awards with his former employers and he has over 33 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
U.S. Asset Management was built on a foundation of integrity, prudent investment guidance and attention to our clients needs.
We believe in:
Trust
Fair Costs
Simplicity
Frequent Communication
