SOUNDVIEW WEALTH MANAGEMENT

Having served clients, their families and businesses since 1935, D.A. Davidson & Co. has learned a lot about what people expect when it comes to their finances. Although we've kept pace with the many changes that have occurred since then, we're determined to preserve the values that we think should never change: hard work, attention to the details, and a promise to do what's right for our clients, our colleagues and our communities. It's no surprise to us that the values that guided us when we were founded in Montana in 1935 make just as much sense today. We're now a diverse financial services firm with offices in the Northwest, Rocky Mountain region and the Midwest. Most important, we're here to help our clients build a better tomorrow... Soundview Wealth Management offers investment advisory services for high net worth families and individuals. These services include organizing and simplifying our clients' financial lives, helping individuals retire with investments focused on..

Also known as: Soundview

Primary location: Bainbridge Island United States