Our Services



We believe everyone needs a plan for their finances, but what that plan looks like depends on your goals. Financial planning is the foundation of understanding a client’s financial situation, goals and objectives. In order to better serve your needs, we take a holistic approach to planning by focusing on everything that can affect your financial goals. This ensures we are offering the best advice we can to each client.

Insurance Planning

  • Comprehensive reviews to evaluate insurance needs, protection for loved ones
  • Review existing policies: life, disability, long-term care insurance & annuities
  • Professional consulting for new policy design, selection and placement


Preserve and Grow Your Wealth

Our core expertise lies in investment management.  We are particularly proud of our lengthy track record of equity investing through a variety of economic and market conditions.

  • Build and Manage Investment Portfolios Tailored to Your Financial Goals
  • Individualized Asset and Portfolio Management
  • Risk Management Strategies
  • Tax Mitigation Strategies
  • Design and Execute Individual and Corporate Retirement Plans
  • Tax Qualified Investing; 401(k), 403B, and IRA Rollovers

Investment Options

  • Professionally Managed Stock Portfolios – Access to Proprietary Davenport Models as well as Outside Money Managers
  • Individual Stocks & Bonds
  • Mutual Funds & Unit Investment Trusts
  • Exchange Traded & Closed-End Funds
  • Fixed and Variable Annuities
  • Certificates of Deposits, Money Market & Cash Management Services


Estate Settlements

  • Providing a Settlement Checklist for Executors and Trustees
  • Locating and Accounting for Assets Including, Re-Registering Paper Stock & Bond Certificates
  • Determining Cost Basis and Date of Death Account Valuations
  • Working with Insurance Companies to Facilitate Payments of Life Insurance and Annuity Death Benefits
  • Distributing Assets to Heirs and Beneficiaries

Wealth Transfer

  • Assisting with charitable gifting and philanthropic planned giving strategies
  • Designing and facilitating asset transfers to family members and loved ones
  • Consulting, selecting and ongoing partnering with Trust Administrators

Business Owners

  • Consulting to implement or improve company-sponsored retirement plans
  • Identifying insurance solutions for Key-Person(s), Buy/Sell Agreements, Professional Disability
  • Implementing group plans for life, disability and long-term care coverage
  • Retirement plans including: 401(k)s, SIMPLE IRAs, SEP IRAs

Trusts, 501(c)(3) Non-Profit, Endowments & Foundations

  • Assist with development of Investment Policy Statements
  • Provide fiduciary oversight to endowment and foundation assets
  • Professional Asset Management
  • Monitoring and reporting for boards and committees