Our Services
We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix of managed investments, paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.
Our professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive — a wealth management plan designed to meet your long-term financial goals.
OUR PROCESS:
The Coastal Wealth Management Team, a service of D.A. Davidson & Co., uses a holistic approach in their client relationships.
Our investment process includes:
- Gathering client data, including goals and risk assessment
- Analysis and evaluation of financial situations
- Developing and presenting financial recommendations
- Implementation
- Monitoring - Advisory Accounts Only
Together, Senior Vice President-Financial Advisor, Klindt Ginsberg CWS®, along with Linda Smith, Senior Registered Associate and Financial Paraplanner Qualified Professional™ designee, work with clients to develop a lifelong financial plan. Whether you are in the accumulation or distribution phase of your life, we help structure an individualized portfolio to meet your needs.
Klindt’s in-depth industry knowledge and work experience help shape the investment management style for each client. Linda has been with the firm since 1987 and is an integral part of the team. Our team also includes Client Associate, Jeanne Woolsey, whose work is critical to delivering personalized daily service to our clients.