Welcome. We are glad you are interested in getting to know us and the way we do business. We are a multi-generational wealth management team with D.A. Davidson & Co. We help individuals, families, and business owners with long-term financial and retirement planning, college savings, and retirement income solutions. Through our use of diversification, client education, portfolio management, and communication we are able to design a plan for our clients to help simplify their lives and put them on a path toward achieving their goals.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.