- Retirement Planning
Davidson Wealth Management is an employee-owned company operating in Missoula. It assists clients with wealth planning in order to reduce taxes, transfer wealth, and make charitable gifts. The planning process involves a discovery meeting, presentation of the investment plan, confirmation of commitment, organization of account paperwork, and review of progress and implementation of the advanced plan. The firm's vice president, Wesley Golie, is a Certified Financial Planner with an Accredited Investment Fiduciary designation. He has been in the financial industry since 2003.