U.S. Asset Management

We've developed processes to help oru clients make better decisions with their money. We provide services in: retirement income planning, financial planning, tax sensitive investing, estate & trust related planning, philanthropic & gifting planning & alternative investments.

We collaborate with your tax and legal professionals to provide true whole life planning by using tax-efficient and risk-mitigation strategies to endeavor to maintain your current lifestyle while focusing on your long-term needs.

David is a Certified Financial Planner practitioner, a Certified Portfolio Manager and Certified Divorce Financial Analyst. His primary responsibility is advising clients on their full financial picture. He holds a B.S. Finance from Auburn University and earned the distinguished 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 35 years of industy experience.

U.S. Asset Management is a Member of Advisory Services Network, LLC. 900 Ashwood Pkwy | Suite 500 | Atlanta | GA | 30338.

U.S. Asset Managment is located at 1960 Satellite Blvd | Suite 2200 | Duluth | GA | 30097