The King Wealth Management Group of Davenport & Company LLC

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Financial Planning

  • Net Worth & Asset Allocation Analysis
  • Education Planning & 529 Plans
  • Retirement Planning and Cash Flow Analysis
  • Employee Stock Option Analysis
  • Planning for Tax, Estate & Charitable Giving Needs

Retirement Plans

  • IRA & 401(k) Rollovers
  • Traditional & Roth IRAs
  • Employer-Sponsored Retirement Plans—consulting on the design, selection, and implementation of:
  • 401(k) & Solo (k) Plans
  • Profit Sharing Plans
  • 403(b) & 457 Plans
  • Defined Benefit Pension Plans

Investment & Brokerage Products

  • Individual Stocks & Bonds
  • Mutual Funds & Unit Investment Trusts
  • Exchange Traded & Closed-End Funds
  • Davenport Asset Management—Nine stock and mutual fund strategies
  • Fixed & Variable Annuities
  • Certificates of Deposit, Money Market & Cash Management Services

Insurance Services

Davenport's team of dedicated insurance experts is available to offer independent and objective advice for Life Insurance, Long Term Care Insurance, and Disability Income Insurance. Areas of expertise include:
  • In-Force Policy Reviews
  • Provider Company Evaluations
  • New Policy Design, Selection & Placement
Securities and Advisory Services offered through Davenport & Company LLC Member: NYSE • FINRA • SIPC
BrokerCheck by FINRA