Our Services
We specialize in helping clients build a 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 appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.
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.
Nelson | Mire Wealth Management, A member of D.A. Davidson & Co., offers independent financial management and advice in the following key areas:
- Investment planning
- Risk management
- Retirement planning
- Estate conservation
Our services are designed to help you answer the following questions:
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?