Our Philosophy

Every investor and family should feel confident about the professionals who are charged with managing their wealth and everything it helps make possible. We’ve built a successful practice guided by the following three principles:

  1. Excellence demands the relentless pursuit of expertise.
  2. Success is measured by the experiences of the people we serve.
  3. Every client of 406 Wealth Management is unique. They expect and deserve financial services and planning that is tailored to their objectives, circumstances and tolerance for risk. Our clients’ interests always come first.

Guided by these principles, we dedicate ourselves to building deeply personal relationships with our clients, their families and their businesses — relationships that often extend into the next generation and beyond.

Our professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive, a wealth management plan designed to meet your long-term financial goals.