Wealth & Estate Planning

Wealth & Estate Planning

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Preserving prosperity for life and legacy, the professionals in our wealth and estate planning departments will work alongside your D.A. Davidson financial professional, as well as your tax and legal advisors, to help you develop a deep understanding of your entire financial picture: where you are, where you’re going and planning for where you want to be.

Estate Planning

We can help you develop a road map for transferring your estate in a tax-efficient manner — in a way that empowers your heirs. And, if philanthropy is important to you, we will help you explore options for realizing your charitable wishes.

Our holistic approach includes consulting with your other advisors and our managed assets, research, insurance, and retirement plan departments to truly provide you with comprehensive service. At D.A. Davidson, we believe the best financial decisions are made in context, based on a thorough understanding of your overall situation.