Located in Parkersburg, WV, we provide investment planning andd financial services, portfolio analysis and monitoring as well as assistance with 40lK/IRA rollover strategies.
financial advisor, Christopher W. Davis, CFP, CIMA, Wachovia Securities, investment planning, Davidson Wealth Management. This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.
Individual 401k Plans, SEPs, SimpleIRAs and Custom Defined Benefit Options with Preferred Priced Mutual Funds without sales charges including OppenheimerFunds SingleK, Pioneer Funds Uni-K, and OnePersonPlus Defined Benefit Plans. Professional financial advisor support.