Brent K. Rehm - D.A Davidson Wealth Management - Helena, Montana

Introduction to Brent K. Rehm – D.A. Davidson Wealth Management

For individuals and families seeking comprehensive financial planning and investment services, Brent K. Rehm at D.A. Davidson Wealth Management offers a dedicated and personalized approach. Located in Helena, Montana, Brent specializes in guiding clients through all stages of their financial journey, from initial consultations to long-term wealth management strategies. This detailed overview aims to provide potential clients with a thorough understanding of Brent’s expertise, the firm’s commitment to accessibility, and the resources available for those seeking professional financial guidance. He prides himself on building strong, trusting relationships with his clients, understanding their unique goals, and tailoring solutions to meet their specific needs. His dedication extends beyond simply managing investments; he focuses on holistic financial wellness.

About Brent K. Rehm

Brent K. Rehm possesses a deep understanding of the financial landscape, honed through years of experience in the industry. He is a registered financial planner, holding the CFP® designation, signifying his adherence to rigorous ethical and professional standards. This credential demonstrates his commitment to providing objective and unbiased advice. Brent’s primary focus is on developing and implementing customized investment strategies aligned with his clients’ risk tolerance, time horizon, and financial objectives. He regularly analyzes market trends and adjusts portfolios accordingly, ensuring they remain optimized for long-term growth. Beyond his technical expertise, Brent emphasizes clear communication and educating clients about their investments, fostering a collaborative partnership built on transparency and trust.

Location and Contact Information

D.A. Davidson Wealth Management – Brent K. Rehm’s office is strategically located at 40 W 14th St, Helena, MT 59601. This central location provides convenient access for clients in the Helena area and surrounding communities. Clients can easily reach Brent and his team through the following contact details:

• Phone: 4064429600
• Website: brentrehm.dadavidsonfa.com

Accessibility Features

D.A. Davidson Wealth Management demonstrates a strong commitment to inclusivity and accessibility. The office at 40 W 14th St features several key accessibility features, including:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom

These provisions ensure that clients with mobility limitations can comfortably access and utilize the firm’s services. The firm actively strives to create a welcoming and accommodating environment for all.

Client Reviews and Reputation

Currently, Brent K. Rehm’s D.A. Davidson Wealth Management office has 0 reviews on Google My Business. This indicates a relatively new or developing online presence regarding client feedback. The average opinion is 0/5. While this lack of reviews is noteworthy, it doesn’t necessarily reflect the quality of service offered. D.A. Davidson Wealth Management is a well-established firm with a strong reputation for integrity and professionalism. We encourage clients to share their experiences to contribute to a more comprehensive understanding of Brent’s practice.

Services Offered

Brent K. Rehm and D.A. Davidson Wealth Management provide a comprehensive suite of financial planning services, including:

• Retirement Planning: Developing strategies to help clients achieve their retirement goals.
• Investment Management: Creating and managing diversified investment portfolios tailored to individual risk profiles.
• Estate Planning: Working with clients to ensure their assets are distributed according to their wishes.
• Education Planning: Assisting families in saving for their children’s education.
• Tax Planning: Collaborating with tax professionals to minimize tax liabilities.

Recommendations

Appointments are recommended to ensure Brent has sufficient time to understand your financial situation and discuss your goals in detail. Scheduling an appointment allows for a more personalized and productive consultation. He believes in a proactive approach to wealth management, regularly reviewing and adjusting strategies as needed. To schedule an appointment, please contact him directly at the number provided above or through his website.

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