Philosophy & Process

 

Our Philosophy and Process

At Davidson Wealth Management, we help build, manage, preserve, and transition wealth for the families and institutions we serve. We do this so families can pursue their dreams and institutions can concentrate on their corporate mission. 

Our practice focuses on the 4 cornerstones of wealth management:

  • Investments
  • Liability Management
  • Risk Management
  • Access to Trusts, Estates and Fiduciary Services through Wells Fargo affiliates

Our process always begins by listening to our clients.  We listen to learn.  Our clients speak about their past experiences, their current circumstances as well as their dreams and aspirations. We take this information and engage in a rigorous process in which we study, analyze, stress test and model various solutions to help our clients achieve their financial objectives.

The process continues by presenting our findings, recommendations and advice in clear terms – no technical jargon.  Once we reach agreement with our clients, we implement the plan in an independent, objective, unbiased and cost-effective manner. 

Each plan is as personal and unique as each client.  Plans are reviewed, evaluated, and adjusted to reflect the inevitable changes in our clients’ lives and in market conditions. 

If you are looking to develop a relationship with a trusted financial advisor and would like to learn more, please click here.