Vision, Values & The Spirit of Service
Why we love what we do.
Our team of wealth management professionals has built a practice focused on helping families manage the complexities of their financial lives. Our roots and values trace back to our founder and Managing Director, Chris Davis, since 1981.
We provide independent, objective, and unbiased advice centered around the unique needs of our clients.
Our service model is simple: listen to our clients to fully understand and appreciate their financial needs and goals. Treat them, as we would want members of our own families treated. Always serve with care, skill, diligence, and a spirit of selflessness.
We believe we are big where it counts, yet small where it matters: big enough to leverage the vast global resources of Wells Fargo Advisors; small enough to foster personal relationships and customized solutions for the families we serve.
It is our privilege and our mission to help manage the financial life of each client, so that they may be able to enjoy the fruits of their labor, their blessings, and pursue something bigger than personal wealth.
We offer our sincerest gratitude to our existing clients for their continued confidence in us and we invite families looking for a new experience with their financial advisor to learn more about our approach to wealth management and selfless client service.
We invite you to use our Web site to learn more about us: Meet our team
, check your portfolio
, contact us
or peruse the last few issues of our practice's publications
. Mission of Davidson Wealth Management: To help our clients make informed decisions about their money so they can spend their time doing what they value most.