At Davidson Wealth Management we Build, Manage, Preserve and Transition wealth for our clients. We do so by paying attention to the 4 Cornerstones of Wealth; Investment Management, Liability Management, Risk Management, and Fiduciary Management/Trusts*/Estates/Fiduciary Services. Our process always begins by listening to our clients. We listen to learn, then we take this information back to the lab to Study, Test, Analyze and Model a plan. We present the plan in plain, simple English; no technical jargon. Then, with our clients permission, we implement the plan in an Independent, Objective, Unbiased, Cost-Effective manner. This plan is personal and as we go forward we Monitor, Evaluate and Adjust as our clients lives change and as the world changes. At Davidson Wealth Management, we are a team of 15 Wealth Management Professionals with 200 years of combined experience in the financial services industry. We have advanced degrees and advanced industry designations. We use our critical judgment proceeding with care, skill and caution. We are part of Wells Fargo Advisors, one of the most respected firms in the financial world, which allows us access to a broad array of professionals, products and services. We like to say, we are Big where it Counts, but Small where it Matters most. This information is intended for use only by residents of AL, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA and WI only. CA Insurance License Number: 0L80259. Resident State: NC Wells Fargo Advisors is not a legal or tax advisor. *Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social 