Wealth Management

I believe in keeping things simple and we focus on placing your interests first. Our role is to provide ongoing guidance, education, and oversight to help you achieve your financial goals. I will help you implement and monitor your investment plan using a disciplined approach, which includes:

  • Listening carefully to understand what is most important to you
  • Clarifying your goals and priorities
  • Creating an investment strategy based on your complete financial picture
  • Conducting ongoing reviews to address changes in circumstances that might require adjustments to your investment plan
  • Keeping you informed through clear and frequent communication

In addition, I can assist you with your tax, estate, and philanthropic planning. I work closely with experienced CPAs and estate attorneys to provide meaningful support in critical areas of taxation and wealth preservation.* 

* Davenport & Company LLC does not provide legal advice. Please consult your own professional for guidance on these matters.