Broker Check

Davis Global Wealth Management

(360) 630-1499

Team

Click on name below for bio.

We believe teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.   We harness the strength of our Broker/Dealer (Cambridge Investment Research) to bring the resources you need in even the most complex financial matters. 

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Wade employs a globally diversified, eclectic, sector-based methodology to portfolio construction that addresses the needs of a broad range of clientele consisting of both individuals and corporate clients.

Read more

 

Have A Question?







Thank you! Oops!

Recommended Content

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

When Markets React

When markets shift, experienced investors stick to their strategy.