Building Wealth, Securing Futures
Personalized financial strategies to help you achieve your dreams and protect what matters most
Get Started TodayABOUT 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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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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Cynthia Marie Lange
Broker & Financial Advisor
Cynthia focuses on comprehensive wealth management for high-net-worth individuals and business owners.
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Richard Sung-Mo Han
Broker & Financial Advisor
Richard helps clients navigate complex financial planning needs with tailored solutions for each unique situation.
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Emma Pearl Gibson
Broker & Financial Advisor
Emma leads our investment research team, specializing in stock analysis and portfolio construction.
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Kyle Allen Richards
Broker & Financial Advisor
Kyle brings expertise in multi-generational wealth planning and philanthropic strategies for affluent families.
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Brenda Lee Ford
Broker & Financial Advisor
Brenda specializes in creating sustainable retirement income plans.
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Kyle Brian Thomas
Broker & Financial Advisor
Thomas works closely with business owners on succession planning, employee benefits, and corporate investment strategies.
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