Family Needs
From young couples setting up an education account for their newborn, to people picking up the pieces after a divorce, Davis Wealth Management pairs expertise with compassion when dealing with family matters. Our family services include:
- College Savings Plans
- Wealth Transfer
- Planning for the Recently-Divorced
- Generational Strategies
- Estate Planning Strategies
Business Ownership
Small business owners have a variety of distinct financial needs – both for themselves and their company. Davis Wealth Management helps entrepreneurs keep both worlds in balance by streamlining their financial picture. Business owners rely on Davis Wealth Management for:
- Employee Benefit Plans & Packages
- Funding a Buy-Sell Agreement
- Succession Planning & Business Exit Strategies
Planning for Retirement
Without question, there are many intricacies that go into planning for and living out a successful retirement. Davis Wealth Management has helped countless people live out their retirement dreams by creating comprehensive plans and then collaborating with them throughout every stage in that journey. When planning for retirement, we consider:
- Current Portfolio Review
- Traditional & Roth IRA Options
- Retirement Risk Assessment
- Retirement Allocation Optimization
- Retirement Fund Distribution Strategies
Financial Management
Davis Wealth Management knows - successful professionals didn’t get that way by mismanaging their time. We’re here to help take the burden of wealth management off your shoulders, giving you the freedom to focus on building on that success. Our financial management services include:
- Life Goal Management
- Portfolio Contruction & Optimization
- Savings Automation & Dollar Cost Averaging
- Investment Selection & Management
- Broker-Dealer Communication & Troubleshooting