Our Wealth Management Process

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 professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive – a wealth management plan designed to meet your long-term financial goals.


The Discovery Meeting

We begin by getting to know you so we can have a thorough understanding of your financial situation. We need to know how you feel about risk, the time frame we have to work with and any other unique circumstances. You need to know how we operate as a team to see if we will be a good fit for meeting your needs.

The Investment Plan

We'll conduct an extensive review of your current financial situation, analyze your portfolio and then prepare a customized plan designed for your specific objectives. Our personalized asset allocation strategy is the foundation of your plan.

Wealth Management

We may find that you have additional wealth planning needs we can help with. Through us, you have access to additional resources available at D.A. Davidson. Whether it's estate planning, charitable gifting, education planning or business succession planning, we will address and assist you with the proper strategy for each.

Communication Plan 

We review, re-evaluate and update your plan as needed to ensure we're on track in meeting your needs. We'll set up a consistent and systematic plan of communication with personal meetings, phone conversations or email updates. It's important we remain current on changes in your life along with changes in the economic environment that can affect your plan.