U.S. Asset Management
takes the guesswork out of financial planning
with easy to understand solutions.
Retirement
Inheritance
College Savings
Death of a Spouse
Are major financial decisions in your future?
Failing to plan is planning to fail. We all face major financial decisions at one point or another in our lives and 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
Hard working people of modest means have asked for our advice to help them make good decisions with their money. You wouldn’t build your home without a qualified builder and a solid architectural plan so why would you risk it and build your financial future on your own?
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
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
