Our Services
Discovery Wealth Management, A Service of D.A. Davidson & Co., is dedicated to helping our clients make informed and educated investment decisions. With access to award-winning research and a wide range of investment options, we are able to offer our clients timely and informed advice.
In addition to investment advice, the advisors on our team have considerable knowledge and experience in comprehensive financial planning, allowing our clients access to the following services:
- Retirement planning
- Estate and Trust planning
- Risk Management
The planning process is designed entirely around our clients' financial circumstances, their near and long-term goals, and their comfort with investment risk. As a result of this in-depth process, clients are able to simplify their financial lives and focus on the things in life they enjoy the most.