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Our 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 professional experience combines with the skills of other D.A. Davidson professionals to assist clients with:

Helping you give to the causes you care about in ways that maximize impact and tax efficiency.

Designing and managing a diversified investment strategy aligned with your goals, time horizon, and risk tolerance.

Creating a plan to help you retire confidently and sustain your lifestyle throughout retirement.

Preparing financial structures so your affairs can be managed smoothly if you become unable to do so.

Identifying opportunities to reduce lifetime tax liability and enhance after-tax outcomes.

Helping executives navigate stock options, deferred compensation, and other complex benefit structures.

Planning for education funding and other financial goals that support children and future generations.

Providing guidance and education on individuals or institutions who can carry out your estate wishes.

Coordinating with legal professionals to help your assets transfer efficiently and according to your wishes.

Developing strategies to transition ownership and leadership of a business smoothly and successfully.

Reviewing account ownership and beneficiary designations to align with your overall estate plan.

Evaluating potential risks and reviewing strategies to protect your family and your assets.