Services

We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, their near- and long-term goals and their comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix of managed investments, paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.

Our in-depth planning process becomes a collaborative approach. We combine our over 30 years of professional experience with the skills of other D.A. Davidson professionals, as well as your own CPA and attorney. The objective is to create a customized roadmap for you – covering insurance, estate, financial and retirement issues –  to develop a wealth management plan that is truly comprehensive and designed to meet your long-term financial goals.