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.
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.
Services
Michael Natzic, CPFA, CWS(R) has been serving clients in the financial services industry since 1994. As a Certified Wealth Strategist(R) (CWS(R)) and Certified Plan Fiduciary Advisor (CPFA), Michael places great emphasis on adapting his knowledge to support clients' widely varying financial goals and objectives.
The Community Bank & Wealth Management Group and our larger team at D.A. Davidson believe our unwavering commitment to you, our clients, differentiates us from the crowd. We listen to you. Only by listening, and working closely with you, can we find the best financial solutions for you. That personal touch is what makes us uniquely capable of being your financial partners.
Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice.
The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.The Wealth Management division of D.A. Davidson & Co. offers wealth planning that includes a wide range of financial solutions and services.
The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.The Wealth Management division of D.A. Davidson & Co. offers wealth planning that includes a wide range of financial solutions and services.
The Community Bank & Wealth Management Group produces a Quarterly Financial Institution Review & Summary. This report covers Community Banks and Financial Institutions where D.A. Davidson & Co. makes a market and are covered by CBWM. Our Financial Institutions Research Team produces a bi-annual report featuring 87 small and micro-cap banks representing the Northwest, Southwest, Midwest, and Mid-Atlantic regions.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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