We help manage your family's financial life.
At Davidson Wealth Management of Wells Fargo Advisors, we understand that as life unfolds, your financial affairs become more complex. We believe trusted advice can make a difference.
With over 170 years combined industry experience, we aspire to make a difference in our clients' financial lives that goes well beyond asset management. Our firm was founded to provide of comprehensive wealth management services, and appreciate the trust our clients put in us.
Our diverse and talented team of dedicated professionals, led by Chris Davis, our Managing Director – Investments, offers a unique approach to investment consulting and asset management. This approach allows us to offer our expertise in a personal setting while having the backing of the vast resources of Wells Fargo, one of the country's largest financial services firms.
In 2014, Chris was ranked eighth in North Carolina in the Barron's magazine "Top 1200 Advisors." This distinction is a benchmark for success, client satisfaction and integrity in the financial services industry.1
Mission of Davidson Wealth Management:
To help our clients make informed decisions about their money so they can spend their time doing what they value most.
1 Barron's Top 1000 Advisors: The number of advisors for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor's team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial services firms.