Kerr-Larlee Wealth Management is a Portland, Oregon-based financial advisory team affiliated with D.A. Davidson & Co., a firm with a legacy dating back to 1935 . Located in the Wells Fargo Center at 1300 SW 5th Ave, Suite 1950, the firm specializes in providing tailored financial solutions to individuals and families .The team offers a comprehensive suite of services, including financial planning, retirement planning, investment management, trust and estate planning through D.A. Davidson Trust Company, insurance and risk management, and cash management . Their approach combines personalized attention with the extensive resources of D.A. Davidson to help clients achieve their long-term financial goals.