# Building Wealth, Securing Futures

Personalized financial strategies to help you achieve your dreams and protect what matters most

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## ABOUT US

Our story, values, and commitment to your financial success

### Global Vision, Unified Strategy

The Davidson Wealth Team was formed in 2014 from a simple idea: what if we collaborated instead of competed? What began as an informal partnership between D.A. Davidson branches has grown into a coast-to-coast team. Founded by five Financial Advisors, now seven strong, we are united by one belief: your financial vision deserves a world-class, borderless perspective. With deep roots in the American market and engagement across Canada, Asia, and Europe, we are more than brokers and advisors. We are cross-market navigators, strategic partners, and architects of global wealth solutions, delivering strategies that thrive across borders and market cycles.

### Our Purpose

We deliver strategic global wealth advisory that is tailored, timely, and trusted. In a rapidly changing world, we guide individuals, families, and institutions with clarity and confidence. Whether optimizing domestic investments or exploring international opportunities, we combine data-driven insight with personal care to build strategies aligned with your goals.

### What Sets Us Apart

Seven advisors. One vision. Unlimited markets.

Spanning coast to coast, each member of the Davidson Wealth Team brings unique expertise while remaining self-sufficient. From retirement planning to international equity research, we collaborate regularly, share insights, and align around a common investment philosophy.

What connects us is more than our firm. It’s a shared commitment to excellence, integrity, and innovation. The result? Clients gain seven perspectives with the simplicity of one trusted relationship.

#### 10+

Years in Business

#### $1.5B+

Assets Under Management

#### 2000+

Happy Clients

#### 12

Industry Awards

## Why Choose Us

10 compelling reasons to trust us with your financial future

### 10+ Years of Experience

Our team brings decades of combined experience in wealth management and financial planning.

### Certified Professionals

All our advisors hold top industry certifications and undergo continuous education.

### Client-First Approach

Your goals and needs always come first in our financial planning process.

### Fiduciary Standard

We're legally obligated to act in your best interest at all times.

### Comprehensive Planning

We address all aspects of your financial life, not just investments.

### Transparent Fees

Clear, straightforward pricing with no hidden costs or commissions.

### Risk Management

We prioritize protecting your wealth as much as growing it.

### Integrated Services

Access to tax, legal, and insurance experts when you need them.

### Proactive Monitoring

We continuously monitor your portfolio and adjust as needed.

### Proven Track Record

Consistently ranked among the top wealth management firms nationally.

## Our Financial Services

Comprehensive solutions for every aspect of your financial life

### Retirement Planning

We design customized retirement strategies to ensure your golden years are secure and comfortable. Our approach considers all income sources, tax efficiency, and lifestyle goals.

### Investment Management

Our disciplined approach to investing focuses on your long-term goals while managing risk. We offer personalized portfolios including stocks, bonds, ETFs, and alternative investments.

### Estate Planning

We help protect your assets and ensure your legacy is preserved according to your wishes through comprehensive estate strategies and proper documentation.

### Tax Strategies

Our tax-efficient investing approach helps minimize your tax burden while maximizing after-tax returns. We coordinate with your CPA for comprehensive planning.

### Crypto & Digital Assets

Expert guidance on incorporating cryptocurrencies and blockchain assets into a diversified portfolio with appropriate risk management strategies.

### Stock Portfolio Management

Active management of individual stock portfolios with fundamental analysis, sector rotation strategies, and risk-adjusted position sizing.

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## IN THE NEWS

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Washington Post
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Reuters
The Guardian
Wall Street Journal
Fox Business
New York Times
Washington Post
CNN
BBC News
Reuters
The Guardian
Wall Street Journal
Fox Business

## PARTNERS

Dedicated professionals committed to your financial success

### Kenneth Michael Larkin

Broker & Financial Advisor

With over 20 years of experience, Kenneth specializes in retirement income strategies and tax-efficient investing.

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### Carolyn Greenwood Nelson

Broker & Financial Advisor

Carolyn focuses on comprehensive wealth management for high-net-worth individuals and business owners.

Read More

### Richard Sung-Mo Han

Broker & Financial Advisor

Richard helps clients navigate complex financial planning needs with tailored solutions for each unique situation.

Read More

### Emma Pearl Gibson

Broker & Financial Advisor

Emma leads our investment research team, specializing in stock analysis and portfolio construction.

Read More

### Kyle Allen Richards

Broker & Financial Advisor

Kyle brings expertise in multi-generational wealth planning and philanthropic strategies for affluent families.

Read More

### Brenda Lee Ford

Broker & Financial Advisor

Brenda specializes in creating sustainable retirement income plans.

Read More

### Kyle Brian Thomas

Broker & Financial Advisor

Thomas works closely with business owners on succession planning, employee benefits, and corporate investment strategies.

Read More

## Our Services

Comprehensive financial solutions designed for every stage of your life

### Retirement Planning

We create customized retirement strategies to help ensure your golden years are secure, comfortable, and fulfilling.

### Investment Management

Our disciplined, data-driven approach to investing focuses on your long-term goals while managing risk appropriately.

### Estate Planning

We help protect your assets and ensure your legacy is preserved according to your wishes through comprehensive estate strategies.

### Tax Planning

Strategies to minimize your tax burden and maximize after-tax returns on your investments and income.

### Crypto Investments

Guidance on incorporating digital assets into your portfolio with appropriate risk management strategies.

### Stock Portfolio Management

Active management of individual stock positions with fundamental analysis and sector rotation strategies.

## Client Reviews

What our clients say about working with Davidson Wealth Team

#### Sarah Davies & Co

"This team completely transformed our retirement outlook. Their expertise and personal attention made all the difference in creating a plan we feel confident about."

#### Robert Julius

"As a small business owner, I needed help with both personal and business financial planning. The team at Davidson has been invaluable partners in growing my business and securing my family's future."

#### Emily C Rodriguez

"After my husband passed away, I was overwhelmed with financial decisions. This team guided me through every step with compassion and expertise, helping me feel secure about my future."

#### David Wilson

"The tax planning strategies alone have saved me more than my entire advisory fee. Your holistic approach to wealth management is worth every penny."

#### Jennifer Kim

"I appreciate how you guys explains complex financial concepts in simple terms. You've helped me understand my investments and feel more confident about my financial decisions."

#### Michael Brown

"The estate planning services were comprehensive and thorough. The Davidson team coordinated with my attorney to ensure everything was set up properly to protect my family's future."

#### Amanda Smith

"As a woman investor, I've felt dismissed by other advisors. This crew actually listens and creates strategies tailored to my unique goals and concerns."

#### James Wilson

"The crypto investment guidance has been particularly valuable. Davidson helped me allocate appropriately while managing the risks of this volatile asset class."

#### Patricia Davis

"I've worked with several advisors over the years, and the davidson team stands out for their proactive approach. They don't just manage my money - they actively look for opportunities to improve my financial situation."

#### Thomas Johnson

"The stock portfolio management has outperformed my expectations. Davidson's research-driven approach to stock selection has added significant value to my portfolio."

## PARTNERS

Dedicated professionals committed to your financial success

### Kenneth Michael Larkin

Broker & Financial Advisor

With over 20 years of experience, Kenneth specializes in retirement income strategies and tax-efficient investing.

Read More

### Carolyn Greenwood Nelson

Broker & Financial Advisor

Carolyn focuses on comprehensive wealth management for high-net-worth individuals and business owners.

Read More

### Richard Sung-Mo Han

Broker & Financial Advisor

Richard helps clients navigate complex financial planning needs with tailored solutions for each unique situation.

Read More

### Emma Pearl Gibson

Broker & Financial Advisor

Emma leads our investment research team, specializing in stock analysis and portfolio construction.

Read More

### Kyle Allen Richards

Broker & Financial Advisor

Kyle brings expertise in multi-generational wealth planning and philanthropic strategies for affluent families.

Read More

### Brenda Lee Ford

Broker & Financial Advisor

Brenda specializes in creating sustainable retirement income plans.

Read More

### Kyle Brian Thomas

Broker & Financial Advisor

Thomas works closely with business owners on succession planning, employee benefits, and corporate investment strategies.

Read More

## Contact Us

Ready to start the conversation about your financial future?

### Get In Touch

#### Our Office

8 Third Street North,
Great Falls, MT 59401-3104 United States

#### Email Us

info@davidsonwealthteam.com

#### Office Hours

Monday - Friday: 9am - 5pm
Saturday: By appointment

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