U.S. Asset Management

U.S. Asset Management U.S. Asset Management offers portfolio management, wealth advisory and planning services. are separate and unrelated entities.

We begin by profiling your needs and then construct a customized investment plan centered on what is most important to you. Our job is to provide wisdom and convenience so that you can move on to more important issues to your family, your life or your business. Above all, we value trust, simplicity, fair cost and frequent communication. We will coordinate our efforts with your tax advisor, attorney, banker and other professionals. We provide guidance with:
• Wealth structuring
• Retirement income planning
• Wealth planning
• Investment management
• Tax sensitive strategies
• Lines of credit
• Estate & trust related services
• Philanthropic & gift planning


Advisory Services offered through U.S. Asset Management, a member of
Advisory Services Network, LLC.
1040 Crowne Pointe Parkway, Suite 840
Atlanta, GA 30338
770.352.0449

Securities offered through Calton & Associates, Inc.,
Member FINRA/SIPC
2701 N. Rocky Point Drive
Tampa, FL 33607

Advisory Services Network, LLC and Calton & Associates, Inc.

Meet Karen Karl, our Executive Assistant and Client Liaison.With 20 years in wealth management operations and a decade f...
10/02/2026

Meet Karen Karl, our Executive Assistant and Client Liaison.

With 20 years in wealth management operations and a decade focused on client service, Karen is the friendly voice and organized hand that keeps everything running smoothly. She’s often the first person clients talk to and the one who makes sure every detail is handled with care.

From onboarding new clients to processing contributions and distributions and keeping Required Minimum Distributions on track, Karen is the reason nothing falls through the cracks.

“I love being their go-to person for any questions or concerns,” she says.

Schedule a complimentary consultation with U.S. Asset Management by clicking the link in our bio!

Beneficiary designations override your will. Most people don't know that.The name on your 401k, your IRA, your life insu...
10/01/2026

Beneficiary designations override your will. Most people don't know that.

The name on your 401k, your IRA, your life insurance policy, that's who gets the account. It doesn't matter what your will says. It doesn't matter what you told your family. The form wins.

Which is fine until you consider how long ago you filled those forms out. First job. Before the marriage. Before the divorce. Before your parents passed and you updated everything else.

An ex-spouse still listed on an old 401k is not a rare story. It's a common one, and it's usually discovered by the people left behind.

Ten minutes and a login. Worth doing this week.

Schedule a complimentary consultation with U.S. Asset Management. Link in bio.

Retirement planning in Atlanta usually starts with a question nobody wants to ask out loud.Am I actually on track, or do...
09/30/2026

Retirement planning in Atlanta usually starts with a question nobody wants to ask out loud.

Am I actually on track, or does it just look that way?

The balance going up feels like an answer. It isn't one. A growing account tells you what happened. It doesn't tell you whether the money holds for thirty years once you stop contributing and start withdrawing.

One of our latest blog posts gets into what to check instead. Withdrawal rate. How each account gets taxed on the way out. What a rough market in year one or two does compared to year fifteen. Where Social Security fits in the sequence.

None of it requires a spreadsheet to follow.

Link in bio.

Schedule a complimentary consultation with U.S. Asset Management.

Financial planning for business owners has to reckon with one uncomfortable fact.Your business is probably your largest ...
09/29/2026

Financial planning for business owners has to reckon with one uncomfortable fact.

Your business is probably your largest asset and your least diversified one. Everything you've built sits in one entity, one industry, one local economy. Plenty of owners live with that for thirty years without ever naming it.

It shapes real decisions. How you invest outside the business. How much liquidity stays reachable. Which retirement plan structure fits you and your team. What a transition could look like when you're ready to step back.

The plan for the business and the plan for your family aren't two documents. They're one.

Schedule a complimentary consultation with U.S. Asset Management. Link in bio.

Required minimum distributions are the retirement rule that surprises people who did everything right.You spend decades ...
09/28/2026

Required minimum distributions are the retirement rule that surprises people who did everything right.

You spend decades deferring taxes in a traditional IRA or 401k. Then at a certain age the IRS wants its share, and you're required to start withdrawing whether or not you need the money.

The amount comes from your account balance and a life expectancy factor. Miss one and there's a penalty attached.

People often meet this in December, scrambling, treating it as paperwork. Handled earlier in the year, it's a planning decision instead. It can affect your tax bracket, your Medicare premiums, and whether a charitable strategy makes sense.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

Schedule a complimentary consultation with U.S. Asset Management. Link in bio.

Retirement planning in Atlanta has its own particular shape.A lot of people here spend a career at one of the big employ...
09/26/2026

Retirement planning in Atlanta has its own particular shape.

A lot of people here spend a career at one of the big employers, then hit their sixties with a pension election to make, a 401k to roll over, and a retiree health decision, all landing in roughly the same season.

Georgia's retirement income exclusion factors in too. It affects how you sequence withdrawals and it's not something a generic online calculator accounts for.

None of that is exotic. It just means the plan should be built around what's actually in front of you rather than a national template.

Our office is in Duluth. We work in person across Metro Atlanta and virtually with clients anywhere.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

Schedule a complimentary consultation with U.S. Asset Management. Link in bio.

Meet Dylan Wilson, BBA, our Co-Portfolio Manager.Dylan brings a fresh perspective to portfolio management and investment...
09/25/2026

Meet Dylan Wilson, BBA, our Co-Portfolio Manager.

Dylan brings a fresh perspective to portfolio management and investment strategy. He focuses on building and refining systematic approaches to portfolio construction, always tailored to each client’s risk tolerance and financial goals.

With a BBA in Finance from the University of Georgia’s Terry College of Business, Dylan works to keep investment strategies transparent and clear for clients across Georgia and nationwide.

Schedule a complimentary consultation with U.S. Asset Management by clicking the link in our bio!

Inheriting money comes with more pressure to act than almost anything else in financial life, and acting fast is rarely ...
09/25/2026

Inheriting money comes with more pressure to act than almost anything else in financial life, and acting fast is rarely the right instinct.

You're grieving. Relatives have opinions. Someone has already suggested a purchase. And the account statement is sitting there feeling like a decision you're behind on.

Most of it isn't urgent. Inherited IRAs are the real exception, since distribution rules carry deadlines and getting those wrong can be expensive. Those deserve early attention.

The rest can wait. What this money is for, whether it changes your retirement date, whether it goes toward a mortgage or stays invested, none of that has to be settled this month.

Inheritance planning done well starts with a pause, then a conversation, then a plan.

Schedule a complimentary consultation with U.S. Asset Management. Link in bio.

With fewer than 100 days remaining in 2026, this is a valuable time to revisit your financial plan and make sure it stil...
09/24/2026

With fewer than 100 days remaining in 2026, this is a valuable time to revisit your financial plan and make sure it still reflects your priorities.

A year-end review can help identify opportunities to:
• Reassess investment and wealth management strategies
• Evaluate retirement planning progress
• Coordinate financial decisions with tax and estate professionals
• Update goals following a major life change, including divorce

At Asset Management, we provide personalized financial planning and investment guidance for individuals and families throughout Duluth, GA, and the Atlanta metro area.

If you would like to review your financial goals before 2027, contact our team. We would be glad to help.
Advisory services offered through U.S. Asset Management, a Member of Advisory Services Network, LLC. All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. All views/opinions expressed in this article are solely those of the author and do not reflect the views/opinions held by Advisory Services Network, LLC.
Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The difference between a financial advisor and a financial planner is that neither title means much on its own.Both are ...
09/24/2026

The difference between a financial advisor and a financial planner is that neither title means much on its own.

Both are unregulated terms. Anyone could print either one on a business card tomorrow, with no exam, no experience requirement, and nobody checking.

What actually carries weight is the credential behind the title and the standard the person is held to when they recommend something to you. Some credentials require coursework, a comprehensive exam, documented experience, and ongoing education. Others require a weekend and a fee.

David Cross is a CFP® professional working under the fiduciary standard, which means he's obligated to act in your interest rather than simply recommend something suitable.

Three questions worth asking anyone. How are you paid? What are you licensed to do? Who holds you accountable?

Schedule a complimentary consultation with U.S. Asset Management. Link in bio.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Address

1960 Satellite Boulevard/Suite 2200
Duluth, GA
30097

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30pm

Telephone

+16788940696

Website

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