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, 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 areas such as investments, insurance, retirement and estate planning to assist in developing an intergrated wealth management plan designed to meet your long-term financial goals.

I provide comprehensive wealth management for individuals by utilizing the following 5 step, client centered process: Discover, Design, Confirm, Implement and Review.
Please click here for a one page PDF on the Wealth Management Wheel

Together we identify and prioritize actionable wealth management opportunities.  While they may be categorized in different ways, I have found that breaking the wealth management strategies into the following 10 topics as sufficient and manageable: Investment Planning, Tax Strategies, Credit Management, Insurance Planning, Assisting Others, Executive Planning, Business Ownership, Charitable Giving, Retirement Planning and Estate Planning.
Please click here for a one page PDF on Wealth Management Opportunities

Distinctive Advice in the Areas of Wealth Management & Workplace Retirement Plans

Please call us at (626) 773-4244

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