The Davidson Wealth Management Group manages investment portfolios for high net worth individuals and executives of many Fortune 500 companies. The Davidson Wealth Management Group focuses on consulting and advisory services for high net worth clients. We also have extensive experience in equity and bond portfolio management, restricted stock management, trust services, employee stock options, home financing (NMLS ID #578724) and business financing.
Experience matters and we believe we have the kind of experience that gives us a perspective few financial advisor teams in the industry can match. Our investment approach is customized to help clients address their unique concerns and goals, one-by-one. We follow Merrill’s goals-based wealth management process to better understand how individuals think and feel about investing which, in turn, helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. We know the right questions to ask, we offer access to a global network of specialists and research, and we can create a framework designed to help optimize short- and long-range goals.
The Davidson Wealth Management Group manages investment portfolios for high net worth individuals and executives of many Fortune 500 companies. The Davidson Wealth Management Group focuses on consulting and advisory services for high net worth clients. We also have extensive experience in equity and bond portfolio management, restricted stock management, trust services, employee stock options, home financing (NMLS ID #578724) and business financing.
Experience matters and we believe we have the kind of experience that gives us a perspective few financial advisor teams in the industry can match. Our investment approach is customized to help clients address their unique concerns and goals, one-by-one. We follow Merrill's goals-based wealth management process to better understand how individuals think and feel about investing which, in turn, helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. We know the right questions to ask, we offer access to a global network of specialists and research, and we can create a framework designed to help optimize short- and long-range goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.