Kurtz - D A Davidson Wealth Management

Kurtz - D.A. Davidson Wealth Management is a finance institution located at 4586 Sunset Boulevard in Lexington, South Carolina, United States. As a member of SIPC, Kurtz Wealth Management Advisor with D.A. Davidson & Co. proudly serves clients in the Lexington, Columbia, and Lake Murray area.

At Kurtz - D.A. Davidson Wealth Management, we believe in successful investing through proper diversification and tailored solutions. Our team is committed to understanding each client's objectives and tolerance for investment risk in order to provide appropriate recommendations and personalized financial solutions.

On our website, you can explore interesting calculators and find important disclosures such as Form CRS and Regulation Best Interest Disclosures. Securities, investment services, annuity, and insurance products are offered through D.A. Davidson & Co., and clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional.

Please note that the information on our website is not investment or securities advice, and does not constitute an offer. Our Financial Professionals may only transact business in states where they are properly registered and licensed. We recommend checking the background of our investment professionals for added peace of mind. Thank you for visiting Kurtz - D.A. Davidson Wealth Management.