Our Mission is to provide sound investment and retirement planning advice with the highest level of personal service and integrity to help clients and their families achieve their lifetime investment and personal goals.
Papa Wealth Management (PWM) is dedicated to helping aspirational families, business owners and individuals create wealth to facilitate the attainment of life time goals such as retirement, educational funding and wealth transfer to heirs and charities.
We believe in a direct, honest exchange of information and education, further deepening the client advisor relationship and generating customized portfolios that have a higher probability of achieving desired results.
For generations, America has offered aspirational families, business owners and individuals an opportunity to create wealth for the present and the future. Davenport & Company, an independent employee owned firm founded in 1863, has taken pride in working with clients and their families with a high degree of integrity and thoroughness.
Join PWM and the Davenport family, so we can help create a brighter future for your family.
Papa Wealth Management is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Arizona, California, Colorado, Florida, Georgia, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington.
Papa Wealth Management is licensed to offer insurance and annuity products to residents in Virginia.