Wealth Management
Wealth Management
The strength of personalized solutions to meet your needs.
Wealth Management
The strength of personalized solutions to meet your needs.
Capital Street Investment Partners
Welcome to our website. Thank you for taking the time to get to know us a little better.
You owe it to yourself, your family, and perhaps your employees to have dedicated, experienced, professionals managing your financial matters and helping you plan and prepare for the future. A D.A. Davidson Financial Advisor can assist you in the development of realistic financial goals, and offer a very thorough analysis of your total financial, estate, and insurance picture.
What Sets Us Apart?
We develop and deliver custom, tailored roadmaps to solve your wealth management issues. In order to deliver such comprehensive plans, we collaborate with the best financial professionals within D.A. Davidson who are highly knowledgeable in specific fields. Together, we work closely with other professionals, including your estate attorney, tax accountant, and insurance agent to coordinate your individual roadmap.You owe it to yourself, your family, and perhaps your employees to have dedicated, experienced, professionals managing your financial matters and helping you plan and prepare for the future. A D.A. Davidson Financial Advisor can assist you in the development of realistic financial goals, and offer a very thorough analysis of your total financial, estate, and insurance picture.
Left to right: Dustin Zager, CRPC®, CWS®, Senior Vice President, Financial Advisor, Branch Manager; Connie Evans, Receptionist, Cashier; Riley Powe, CRPC®, CWS®, Associate Financial Advisor, Supervisory Branch Operations Manager; Brad Rice, CWS®, Senior Vice President, Financial Advisor; Emily Smith, Client Associate; Jeremy Nesset, CWS®, Senior Vice President, Financial Advisor; Tracy Keller, Registered Client Associate
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
Send Us a Message
Let's Connect
We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.
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