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 suitable 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.

 

Services and Solutions

Strategies for investors: We offer a prudent and broad selection of strategies to suit investor objectives. From separately managed accounts, including those with multiple discipline strategies, to alternative investments, our investment programs are diverse and flexible.

Reviewing performance: The consulting process for high net worth investors focuses on investment goals, asset allocation, investment manager evaluation and portfolio performance using both qualitative and quantitative factors.

Investments

  • Active and passive equity management
  • Identify goals and objectives
  • Develop investment policy statements
  • Develop asset allocation plan
  • Review and rebalance as warranted

Taxes*

  • Tax planning with capital gain/loss
  • Employer benefits
  • Alternative minimum tax (AMT)
  • Strategic fixed income investing

Estate planning

  • Business succession planning
  • Durable power of attorney
  • Living will
  • Titling of assets
  • Gifting while living and at death
  • Selection of personal representative
  • Distribution plan 
  • Legacy planning

Insurance

  • Review disability, life, annuities, etc.
  • Analyze for appropriateness
  • Perform cost analysis

Liabilities

  • Estimated state of financial position
  • Debt review

Lifelong income planning

  • Qualified and non-qualified plans
  • IRAs
  • Social Security planning
  • Tax advantaged distribution strategies

Risk control

  • Liquidity strategies
  • Strategic risk management
  • 10B5-1 transactions
* D.A. Davidson does not provide tax or legal advice. Please consult with your tax and/or legal professional for guidance on your specific situation.