Jordan Werner | D.A. Davidson Wealth Management
Trusted advice through life's key moments
Financial advisory practice providing comprehensive wealth management and financial planning services for families and individuals.
About
For more than 30 years, Jordan Werner has been providing clients with peace of mind in their financial lives. We work with a select group of families, often multiple generations, helping them craft and execute comprehensive financial plans to meet their specific goals.
We coordinate a wide range of wealth management issues including portfolio management, estate planning, tax planning, and charitable giving. We simplify our clients' financial lives while delivering the results they desire. Most importantly, we cherish our long-term relationships with our clients. Securities, investment services, annuity and insurance products are offered through D.A. Davidson & Co., member SIPC.
Services
Strategic Financial Planning
A financial plan can turn your vision into clear objectives and an efficient plan of action. Let us help you reach your goals.
Wealth & Estate Planning
You've worked hard to build your wealth—now let's ensure it's protected with a thoughtful estate plan that secures your legacy and provides for your loved ones.
Portfolio Management
We take a comprehensive approach to portfolio management, ensuring your assets are strategically aligned with your goals and priorities.
Retirement Planning
How do you envision retirement? Laying on the beach? Spending time with family? We can help you plan for the future you want.
Education Planning
Setting up your child for success is a worthwhile investment. We help to ensure they have the necessary resources to pursue their dreams.
Insurance Planning
Navigating the complexities of financial protection can be an overwhelming endeavor. We can help you identify and implement long-term strategies to protect the ones you love.
