Chowning Wealth Management of Davenport & Company believes in starting each new client relationship using a holistic approach to wealth management. We begin the process by listening closely to you to understand what you want to achieve with your financial assets. Once your investment objectives, risk tolerance, and time horizon are determined, we will recommend an investment strategy that is appropriate for you. In addition, we can utilize stocks, bonds, mutual funds, insurance, options, and other investment solutions to customize individual portfolios. It is an integrated process designed to help you accumulate, protect, and distribute wealth during your lifetime and through your legacies using tax-intelligent solutions.
* Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Chowning Wealth Management is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, California, Colorado, Washington DC, Delaware, Florida, Georgia, Indiana, Maryland, Michigan, Missouri, North Carolina, New Jersey, Nevada, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington, West Virginia and Wisconsin. They are licensed to offer insurance and annuity products to residents in Maryland, Michigan, North Carolina, South Carolina and Virginia.