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US Asset Management, located in Duluth, GA, specializes in providing straightforward financial planning solutions aimed at helping clients make informed decisions regarding their money. With a focus on integrity, prudent investment guidance, and attentive client service, the firm addresses a wide range of financial needs, including retirement planning, inheritance, and divorce-related financial strategies. Founded by David Cross, a Certified Portfolio Manager with over 25 years of experience in managing investments, US Asset Management is dedicated to serving individuals, businesses, and charities. The company prides itself on its commitment to trust, fair costs, simplicity, and frequent communication with clients to ensure their financial goals are met effectively. Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Duluth is here for you, serving all of Gwinnett County and the surrounding metro Atlanta area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.