Broker Check


Click on name below for bio.

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

Together, 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 Davis

Financial Advisor


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