U.S. Asset Management

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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.

How can I retire at 60? It's a common goal, and it comes with a few extra things to think about. Retiring at 60 usually ...
10/26/2026

How can I retire at 60? It's a common goal, and it comes with a few extra things to think about. Retiring at 60 usually means more years of living on your savings. It may also mean a gap before Social Security starts, and a stretch of paying for health coverage yourself. None of that puts it out of reach. It means the plan has more to cover. Good retirement questions to ask include what you spend each month, where your income could come from in those first years, and how your investments are set up for a longer stretch. It's also worth asking how you'd feel about working part-time for a while if the numbers come up short. The answers are different for everybody. We can go through yours with you and see how 60 could look.

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

Wealth management vs financial planning, what's the difference? The two overlap, which is why the terms get mixed up so ...
10/25/2026

Wealth management vs financial planning, what's the difference? The two overlap, which is why the terms get mixed up so often. Financial planning looks at your goals and builds a plan around them, like when to retire or what to do after a big life change. So what is wealth management? It usually includes that planning and adds ongoing investment management, so the plan and the portfolio stay connected as life changes. Some people want a plan and a check-in now and then. Others want someone watching the investments day to day. Neither one is right for everybody. At U.S. Asset Management, a boutique investment advisory firm, both happen under one roof with no asset minimums. If you're not sure which one fits you, that's a good question to bring to a first conversation.

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

Is a pension a 401k? They both pay for retirement, but they work in very different ways. With a pension, your employer u...
10/23/2026

Is a pension a 401k? They both pay for retirement, but they work in very different ways. With a pension, your employer usually funds the plan and pays you a set monthly income once you retire. With a 401k, you put in part of your paycheck, your employer may add to it, and the balance depends on what goes in and how the investments do. One big difference between pension and 401k plans is who carries the risk. A pension puts more of it on the employer. A 401k puts more of it on you. Plenty of people have one of each from different jobs, and each one calls for its own decisions. If you're not sure how yours fit together, we can look at them side by side with you.

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

Wondering how to know when to retire? The date on the calendar is only one piece of it. For a lot of people, the real qu...
10/23/2026

Wondering how to know when to retire? The date on the calendar is only one piece of it. For a lot of people, the real question is whether the income could last as long as they need it to. That means looking at what you spend now, what may change later, and where the money could come from each month. Social Security timing, pensions, and savings all play a part. The other half is personal. Some people are ready to stop working years before the numbers say so, and others aren't ready even when the numbers look fine. So when is it time to retire? It may be when both the math and your gut agree. We can look at where you stand today and talk through what could come next.

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

What do financial advisors do all day? It's a fair question, and the answer is more than picking investments. Most finan...
10/21/2026

What do financial advisors do all day? It's a fair question, and the answer is more than picking investments. Most financial advisor duties come down to making sense of your whole financial picture with you. That could mean looking at when you might be able to retire, how your accounts are invested, and what a big life change may mean for your money. A good share of the work is listening. Money decisions are emotional, and the numbers only tell part of the story. At U.S. Asset Management, you work with a financial advisor working under the fiduciary standard, and there are no asset minimums. If you've wondered whether an advisor could be useful for you, a conversation is an easy place to start.

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

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.

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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