SERVICES

In an effort to enhance the scope of Wealth Management for my clients, I have partnered with two other Davenport Financial Advisors – one of which is a CERTIFIED FINANCIAL PLANNER™ professional. As a team, we strive to provide a comprehensive and holistic approach to assist clients in protecting and preserving their wealth. Please contact me for more details on how Financial Planning can help you (or someone you know) through our Financial Planning process.

  • Custom Financial Planning
    • Retirement
    • Education
    • Gifting & Estate Needs
  • Professional Money Management
    • Equity Opportunities
    • Portfolio Management
  • Range of Security Types
    • Stocks
    • Bonds
    • ETFs
    • Mutual Funds
  • Insurance
    • Life
    • Long-Term Care