Banking is in our blood...

As an investor, we know you have unique wealth management needs. The Community Bank & Wealth Management Group (CBWM) was created with these needs in mind. Founded in 1981 with our root in Community Banks, the CBWM has had three generations of wealth management experience.  In the simplest of terms, we understand your needs.  Beyond that, we give bank executives and investors the peace of mind that they have a reputable partner to help simplify their complex investment picture, comprehensively. It is our deep understanding of your entire financial view that makes CBWM, and our extended family at D.A. Davidson, uniquely qualified to help you achieve your goals. Since 1981, CBWM has specialized in professional and cohesive wealth planning solutions for bank executives and investors. Quite simply, let our family help take care of yours.