Meet Your Trusted Financial Advisors in Duluth, GA
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
Our Comprehensive Financial Advisory Services in Duluth, GA
We help you make better decisions with your money
Meet David Cross: Your Experienced Financial Advisor in Duluth, GA
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
Why Choose U.S. Asset Management for Your Financial Planning Needs?
30+ Years
Financial Advisory
Trust
Simplicity
Frequent
Communication
Don’t Wait to Secure Your Financial Future—Get Started Today
Get Started on
Your New Journey TODAY!
Schedule Your Complimentary
Consultation with Dave.
Educational Financial Resources to Guide Your Investment Decisions
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Our Location
- 1960 Satellite Blvd. Suite 2200 Duluth, GA 30097
Contact Information
Find Us
U.S. Asset Management is located at 1960 Satellite Blvd One Sugarloaf Centre Suite 220, Duluth, GA, 30097. If you want to visit us from Downtown Duluth by bus, start by locating the nearest bus stop downtown and board a bus heading toward Satellite Blvd. The bus route will take you approximately 3.5 miles along Duluth Highway and Satellite Blvd, passing landmarks like the Gwinnett Medical Center. Depending on the available routes, you may need to transfer buses, so it’s advisable to check the latest schedule and route numbers to ensure a smooth journey. Once the bus arrives near One Sugarloaf Centre on Satellite Blvd, disembark and continue on foot for a short distance to reach the building at 1960 Satellite Blvd. Enter One Sugarloaf Centre and head to Suite 220, where U.S. Asset Management is located, ready to assist with your financial needs. If you want to visit us from Downtown Duluth by car, start by heading south on Main Street toward GA-120/Duluth Highway. Merge onto GA-120 East and continue for approximately 3 miles. Stay on GA-120, then turn right onto Satellite Blvd NW. Drive along Satellite Blvd for about half a mile until you see One Sugarloaf Centre on your right. Turn into the parking lot, and once you’ve parked, enter the building and proceed to Suite 220, where U.S. Asset Management is located.
We are available
Monday to Friday
Thursday: 08:30 – 17:00
Friday: 08:30 – 16:30
For more information and inquiries call us at (678) 894-0696