Our Team Working for You
Left to right: Cheryl A. Moore, Registered Client Associate; Austin J. Alcaine, Financial Advisor; Carlos A. Alcaine, Senior Vice President, Financial Advisor, Portfolio Manager; Stephen B. Halterbeck, RSP, Senior Vice President, Financial Advisor; Blake A. Caughey, Financial Advisor; Freshta Haidari, Client Associate.
Alcaine Halterbeck Investment Group
At the Alcaine Halterbeck Investment Group, our objective is singular: to deliver the best in personalized, comprehensive wealth management for high net worth individuals, families and trusts.
We are able to do so because we offer a unique combination of extensive experience, thoughtful consideration of your needs and a strong understanding of financial planning related to structured settlements. With each step we take for you, we strive to earn the trust you have placed in us, and to assist you during what may be an exceptionally difficult time.
Our practice is founded on trust and integrity. When you work with the Alcaine Halterbeck Group, you receive our utmost care, respect and attention. Our work with you is enriched by the access we provide to all of D.A. Davidson, including the firm's experienced professionals, sophisticated tools, extensive resources and advanced technological support.
ASSET MANAGEMENT | PRESERVATION STRATEGIES | SETTLEMENT PLANNING | STRUCTURED SETTLEMENTS
ASSET MANAGEMENT FOR PROFESSIONAL FIDUCIARIES
Davidson Agency License #0763476
Carlos Alcaine CA License #0A81941
Stephen Halterbeck CA License #0F23825
Austin Alcaine CA License #4275909
Blake Caughey CA License #4444400
Carlos Alcaine CA License #0A81941
Stephen Halterbeck CA License #0F23825
Austin Alcaine CA License #4275909
Blake Caughey CA License #4444400
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
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We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.
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