Description: Our team believes that wealth management is a long-term process that should be regularly reviewed as you experience the life events that are most important to you. We are committed to working with individuals who have accumulated wealth, affluent families, business owners, and medical professionals. Through our personalized wealth management process, we learn what matters most to you, create a financial plan, choose appropriate investments and work with you over time to protect and grow wealth.
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Advisors with D.A. Davidson & Co.
We help select individuals, small business owners and medical professionals plan, invest and grow their wealth. Your time is valuable, and it is important that the time you spend on planning is effective so that you can enjoy the other aspects of life.
Using a distinct process, we bring together all of the pieces of your financial picture. We carefully discuss and plan according to your goals and specific situation. Our planning is comprehensive and ongoing as you experience life events. Your goals may change over time, so it is important that we review regularly in order to make necessary adjustments or changes.