Services

Comprehensive Asset Management

As a Davidson Wealth Management client, you can choose how your assets are managed. Our services range from traditional brokerage to professionally managed, fee-based accounts.1

We offer access to innovative, fee-based services and some of the nation’s most sought-after professional money managers. If you prefer a more personal relationship with your investment manager, Chris Davis is among the firm’s select Financial Advisors entrusted to manage client accounts with discretionary authority through the Private Investment Management (PIM) program.

Customized Financial Strategies

Our focus is on finding the appropriate financial strategies to address your needs and concerns.

Risk Management. Perhaps you have amassed substantial assets through years of successful investing, the sale of a business, an equity compensation program, an inheritance or a gift. We can suggest strategies for concentrated positions or illiquid assets to help hedge, monetize or diversify your portfolio and reduce risk exposure.

Estate Planning and Trust Services. It is never too early to start planning for the successful transfer and distribution of your assets. Through your other professional advisors and our affiliate, we can help you develop the strategy that is most appropriate for your situation.2

Lending Services. Access to lending services are available through banking affilaites of Wells Fargo affiliates.

1 Fee-based investment advisory services are not suitable for all investors. Please review the Wells Fargo Advisors Disclosure Document for a full description of our services, including fees and expenses. Also, a copy of the Investment Advisor’s ADV Part II is available upon request.

2 Wells Fargo Advisors is not a legal or tax advisor. However, we as Financial Advisors will be glad to work with you and your accountant, tax advisor and/or attorney to help you meet your financial goals.