WEALTH MANAGEMENT
Burg Wealth Management, Advisors with D.A. Davidson & Co., offers a holistic approach to financial management through strategic thinking, professional asset management, and individual attention. Our investment decisions are influenced by the client’s individual financial situation, risk tolerance and long-term goals. To help accomplish long-term goals, we establish an appropriate asset allocation strategy that balances our client’s appetite for risk, with their desired investment returns.
We specialize in helping clients build a wealth management plan with a big picture perspective. 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, we recommend the appropriate mix of managed investments, paying special attention to the suitable allocation of invested assets, and then act to help ensure these investments align with our clients' other financial considerations.
We listen carefully, so we can fully understand your specific financial needs, long-term objectives and aspirations for the future. And all that listening leads to personal, customized financial planning services that are as unique as you are.
We offer a fresh perspective, strategic thinking and individual attention balanced with the reputation and resources of the largest full-service investment firm based in the Northwest, D.A. Davidson & Co. We provide solutions based on insight, not sales targets.
As part of your personalized communication plan we work with you to provide the level of information you need, when you need it, and in the form you prefer. We are accessible, involved and responsive. You don’t get a call center when you pick up the phone, you get us.
Our professional experience combines with the skills of other D.A. Davidson corporate thought leaders in insurance, estate planning, and retirement planning to assist in developing a wealth management plan that targets our clients' long-term financial success.
We’re available at 503-863-5052, and we would like to hear more about what we can do for you.