Our Philosophy and Process


At Davidson Wealth Management of Wells Fargo Advisors, we help build, manage, preserve, and transition wealth for the families and institutions we serve. We do this so families can pursue their dreams and institutions can concentrate on their corporate mission. 

Our practice focuses on the 4 cornerstones of wealth management:
  • Investments
  • Liability Management
  • Risk Management
  • Access to Trusts, Estates and Fiduciary Services through Wells Fargo affiliates
Our process always begins by listening to our clients.  We listen to learn.  Our clients speak about their past experiences, their current circumstances as well as their dreams and aspirations. We take this information and engage in a rigorous process in which we study, analyze, stress test and model various solutions* to help our clients achieve their financial objectives.

The process continues by presenting our findings, recommendations and advice in clear terms – no technical jargon.  Once we reach agreement with our clients, we implement the plan in an independent, objective, unbiased and cost-effective manner. 

Each plan is as personal and unique as each client.  Once a plan is implemented, we meet with clients to review, evaluate, and adjust to reflect the inevitable changes in our clients’ lives and in market conditions. 

If you are looking to develop a relationship with a trusted financial advisor and would like to learn more, please click here
 
* IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. 

Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.