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Davis Wealth Management Group has been advising individuals and families since 1984. Our team of wealth managers comes from a variety of financial backgrounds. This diversity allows us to draw on different resources and provides a clear prospective for our clients.
We are a wealth management firm with expertise in all aspects of financial planning. Where most brokerage firms only focus on the investment piece of your financial puzzle, we provide a comprehensive financial strategy which incorporates your investment plan, tax plan, insurance plan, income plan, long-term care plan, estate plan and retirement plan. All aspects of each client’s specific financial situation are taken into consideration.
At Davis Wealth we believe that financial confidence begins with proper planning. We strive to help our clients make sound financial decisions, by taking a holistic approach to financial planning.
Our team of advisors will develop a financial plan that will form the basis for your successful retirement beginning with a thorough assessment of factors such as:
Current and Future Income needs
Investment Portfolio Allocation
Existing Retirement Plans
Income and Estate Tax Liability
Life Insurance needs
Estate Distributions at death
Long-term Care Issues
We also work with in-house tax and estate planning professionals to coordinate maximum use of tax law changes to minimize or avoid estate taxes, probate, guardianships and other legal enablement’s when passing assets to loved ones.
Staying on course with your current investment plan can be tough when the economy is rattled by unexpected world events. Likewise, making changes when you should can be just as tough. Davis Wealth Management Group has found that investors require a Financial Quarterback to integrate and coordinate the multidimensional aspects of their finances. We strive to keep our clients informed of the changing landscape. We meet with them often to report their progress while helping them understand more about what’s happening in the ever-changing marketplace.
What can you expect from your Davis Wealth Financial Quarterback?