How We Help

Above all else, Davis Wealth Management is about simplifying the process of investment management for you. Partnering with Davis Wealth Management means we focus on the intricacies of wealth management so you can focus on the big picture.
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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
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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
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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 partnering 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
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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