Investment Services

You’ve worked hard for your money.

Your money should work hard for you.

It is important to earn more than you spend, to save, and to put your savings to work. That will allow you to control your finances, rather than letting finances control you. That is a healthy relationship with money, and it will allow you to make and to achieve your life goals.

We currently manage over $20 million in investment assets for individuals, businesses, and trusts. We take care to serve each and every client based on their goals, needs, risk-tolerance, and their comprehensive financial picture.

In addition to being licensed as an Investment Advisor Representative, Jeremy Watson is a Certified Financial Planner™. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional. CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Jeremy is able provide you with the attention and expertise that you need to achieve your financial goals.

Davidson & Watson Financial is a Registered Investment Adviser, licensed in Oregon. Prior to conducting business in any other jurisdiction the firm will ensure all licensing requirements or exemptions from licensing are met.

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