Wealth Management
Our Process
Wealth planning doesn’t happen by chance, it is the product of sound decision making. Whether you are looking to Protect, Preserve or Pass Along Wealth, our team can help. We understand the complex financial issues and the ways in which these issues might affect your future.
Wealth planning requires a commitment of time, partnership and accountability. Our team strives to understand each clients current circumstances and goals for the future. We will work with you to construct and implement a customized plan that will guide you to achieve the goals that are most important to you and your family, utilizing strategies that balance your short term needs and long term vision. To assist us in the process, we reference the document that outlines the 13 Wealth Management issues, listed below.
We are committed to building lasting relationships with you and your family and will facilitate adjustments to your plan as life unfolds.
The 13 Wealth Management Issues
- Retirement Planning
- Investment Planning
- Tax Planning
- Risk Management & Insurance
- Titling & Beneficiary Designation
- Executor & Trustee Selection
- Planning for Incapacity
- Education & Family Support
- Distribution of Estate
- Banking & Credit Management
- Executive Compensation
- Business Succession Planning
- Charitable Giving
Discovery Meeting
We begin by getting to know you so we can design and implement an investment strategy that caters to your specific and personal financial needs. Our job is to share with you how we operate so that you can assess if we will be a good fit for meeting your needs.
Wealth Planning
We may find that you have additional wealth planning needs. At D.A. Davidson we hvae a full spectrum of services available to you, including estate planning, charitable gifting, education planning, business succession planning and more.
Investment Plan
We work closely with you to construct a customized investment profile by extensively reviewing your current financial situation and analyzing your portfolio. From there, we prepare and implement an individualized investment plan designed for your specific objectives.
Research & Review
We closely review overall market trends, economic conditions, and investment performance from quarter to quarter and make adjustments to your portfolio as needed. A team of investment professionals is dedicated to the daily reviewing of market activity.
Communication Plan
We schedule a consistent and systematic plan of communication based on your preferences and needs, including periodic personal meetings, phone conversations or email updates.
