Wealth Management

Thousands of individuals and institutions have relied on us to help them steward their wealth with wisdom and confidence.
 

Establishing your goals is one thing, but managing your wealth to help you achieve those goals is something entirely different. Wealth management requires expertise and discipline that is most effectively honed with experience. With more than 150 years as an independent, employee owned financial services firm, Davenport has helped thousands of individuals and institutions steward their wealth with wisdom and confidence. From investment needs such as income generation, preservation of assets, and growth of capital, to planning needs including education funding, retirement planning, and insurance protection, we have the resources to help you establish effective wealth management strategies.

INVESTMENTS
Individuals and institutions have wide ranges of needs and preferences, so we offer a variety of approaches to investment management. You may want to be intimately involved in selecting investments, or you might choose to leave the details to us. You may want to invest part of your wealth in a specific strategy or diversify your entire portfolio with the strategies of managers from around the country. Whatever your needs, we tailor solutions that work for you.

Tell us what you want. We’ll tell you how we can help.

FINANCIAL PLANNING
All too often, the things you left for tomorrow are right in front of you. With the right planning, navigating life’s expected and unexpected events becomes more manageable. We are driven to offer valuable financial planning advice that will positively impact your life.

Tell us what you want. We’ll tell you how we can help.

 

 

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