Contact US Asset Management
If you’re interested in working with a financial advisor, under the fiduciary standard, we’re here to help. Whether you have a specific question or would like to schedule an initial conversation, reaching out is the first step.
We work with clients in Atlanta and across the country through personalized financial planning and investment guidance.
Get In Touch
Address:
1960 Satellite Blvd.
Suite 2200
Duluth, GA 30097
Hours:
Monday - Friday
8:30am - 5pm
Email:
david.cross@us-am.com
Phone:
678-894-0697
Follow:
Our Financial Planning Services
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Retirement Income Planning
Retirement planning is about more than saving. It is about creating a reliable income strategy that supports the life you want to live. We help clients plan for retirement with a focus on long-term stability, tax awareness, and confidence through every stage.
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Divorce Financial Planning
Divorce can bring complex financial decisions at an already difficult time. With experience in divorce financial planning, we help clients understand their options, help protect their interests, and plan for a secure financial future.
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Estate and Inheritance Planning
Planning for the transfer of wealth requires careful coordination and long-term thinking. We work alongside legal and tax professionals to help clients prepare for estate, trust, and inheritance considerations with clarity and intention.
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Investment Management and Education
Sound investment decisions start with understanding your options. We provide ongoing investment management paired with education, helping clients stay informed, disciplined, and aligned with their long-term goals.