Duluth, GA - U.S. Asset Management, a respected investment and financial advisory services firm, offers comprehensive solutions tailored to meet individual client needs. As a Member of Advisory Services Network, LLC, the firm operates with a fiduciary duty to act in the best interests of its clients. The financial advisor Duluth holds investments with nationally recognized custodians, allowing clients to benefit from independent management and personalized strategies.
The investment management services at U.S. Asset Management focus on developing financial plans aligned with each client’s goals, ensuring flexibility in response to evolving economic landscapes. With inflation and interest rates rising for the first time in decades, the firm emphasizes the importance of dynamic investment strategies rather than traditional “buy-and-hold” approaches. Clients can request a complementary second opinion to assess their financial standing and explore more adaptive investment strategies.
In addition to its core investment services, U.S. Asset Management helps clients achieve clarity in financial decision-making through goal-setting and retirement planning. The advisors encourage clients to envision the ideal future, guiding them to align their current finances with those long-term dreams. Whether preparing for retirement or planning a life change, the team helps individuals take actionable steps toward meeting these goals.
Clients benefit from a detailed evaluation of key financial metrics, such as after-tax income, savings, debt, and cash flow. The firm’s approach prioritizes efficient resource management, helping clients identify financial habits or “vices” that may impede progress. Through comprehensive financial planning, the financial advisor Duluth ensures clients are equipped with strategies that align their spending, investments, and savings with their broader life aspirations.
For clients managing wealth transitions, such as inheritance or estate planning, U.S. Asset Management ensures that assets are correctly structured to meet legal and financial requirements. This collaborative approach involves coordinating with attorneys, accountants, and other professionals to streamline the process and prevent complications. The firm takes pride in making complex wealth transfers more manageable, ensuring each client's financial legacy is preserved according to their wishes.
Another key service offered by U.S. Asset Management is divorce financial planning. With two Certified Divorce Financial Analysts (CDFA) on staff, the firm provides expert guidance on the financial aspects of divorce. Their expertise covers key issues such as property division, retirement asset management, and tax implications. Clients benefit from informed decision-making that helps them move forward with confidence.
U.S. Asset Management’s core philosophy is built on four pillars: trust, fair costs, simplicity, and frequent communication. The firm measures its success by achieving client goals, giving them the time and confidence to focus on their families, hobbies, and professional pursuits.
About U.S. Asset Management:
U.S. Asset Management is a leading financial advisory firm providing customized investment and financial planning services in Duluth, GA. As a Member of Advisory Services Network, LLC, the firm operates with fiduciary care, ensuring each client’s assets are managed in alignment with their goals and long-term financial well-being. The company offers expertise in investment management, retirement planning, estate planning, and divorce financial consulting.
Media Contact
Name
U.S. Asset Management
Contact name
David Cross
Contact phone
(678) 894-0696
Contact address
1960 Satellite Boulevard Suite 2200
City
Duluth
State
GA
Zip
30097
Country
US
Url
https://us-am.com/
