About U.S. Asset Management
Founded by David Cross, CFP®, CDFA®, CPM® and Wealth Advisor
U.S. Asset Management is a financial planning and investment advisory firm built on long-term relationships, clear communication, and thoughtful guidance. Our goal is to help individuals and families make confident financial decisions that support what matters most to them.
Who We Are
U.S. Asset Management was founded with a simple belief: financial advice should be clear, personal, and aligned with your goals. We focus on building lasting relationships rooted in trust, transparency, and consistent communication. Our clients value knowing their financial decisions are supported by an experienced team that takes the time to understand their priorities.
We believe in:
✔ Trust
✔ Fair costs
✔ Simplicity
✔ Frequent communication
Meet David Cross
David Cross is a CFP® professional and holds designations as a Certified Portfolio Manager® and Certified Divorce Financial Analyst practitioner with 35 years of experience advising individuals, families, businesses, and charitable organizations. He founded U.S. Asset Management in 2016 and remains closely involved in portfolio management and long-term client relationships.
David holds a Bachelor of Science degree in Finance from Auburn University and spent the majority of his career working with two of the largest investment firms in the country. His experience allows him to guide clients through complex financial decisions with clarity, discipline, and perspective.
Outside the office, David enjoys spending time with his wife, Shawn, their family, and friends.
Meet The Team
Our team works collaboratively to ensure clients receive attentive service, clear communication, and timely support. Each team member plays an important role in maintaining strong client relationships and delivering a smooth, responsive experience.
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David Cross
Chief Investment Officer, CFP® Professional, Certified Divorce Financial Analyst Practitioner & Certified Portfolio Manager®
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Karen Karl
Executive Assistant
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Diane Cote
Client Relationship Specialist
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Dylan Wilson, BBA
Co - Portfolio Manager
What We Do
We help clients manage their finances with intention and confidence. Our work spans financial planning, investment management, and long-term strategy, always tailored to the individual needs of each client.
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Financial
Planning
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Portfolio
Management
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Tax Aware
Strategies Facilitation
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Philanthropic and
Gifting Strategies
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Alternative
Investments
Let’s Start a Conversation
If you’re looking for clear guidance and a long-term financial partner, we’d love to talk with you.
How We Do It
We take a collaborative, coordinated approach to financial planning. Our team works closely with your CPA, attorney, and insurance professionals to ensure all aspects of your financial plan align.
Our Process Includes:
✓ Getting to know you and what is important to you
✓ Reviewing progress toward your goals
✓ Developing a plan centered on your needs
✓ Implementing the plan using prudent investment management
Administrative Services
Strong client relationships are supported by consistent communication and proactive service. Our administrative team plays a key role in ensuring clients feel informed and supported.
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Clear, easy-to-read summaries showing performance for the current quarter, year-to-date, and since inception, net of fees.
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Monthly check-ins to address administrative questions or updates.
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Same-day responses, often within the hour.
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Quarterly check-ins to review your plan and adjust as needed.