Even the most successful business owners face the challenge of managing a profitable business while staying on track with their long-term financial goals.
At Davenport & Company, we can help business owners and their families capture, protect, and preserve their personal wealth. Our objective is to simplify and enhance our clients' financial lives tailoring a wide range of resources through a personal relationship with a Davenport Investment Executive.
We work closely with you at every stage of your business life, from designing and managing your company's retirement savings plan, helping you with succession planning using appropriate insurance solutions, and creating strategies for diversification to enjoy and protect the benefits of your life's work.
One of the hallmarks of our service for business owners is our focus in helping you manage your personal retirement and investment portfolios using one or more of Davenport Asset Management programs.
We invite you to learn more about our services for small business owners by contacting a Davenport Investment Executive today.