I create true partnerships to help clients turn their goals into realities — working not just for them, but with them and their other advisors, attorneys and CPAs to bring all the pieces of their investment plans together. Those plans are developed from an integrated process designed to help clients accumulate, protect and distribute wealth during their lifetimes and through their legacies using tax-intelligent solutions.*
- I help clients handle their assets with fee-based or traditional brokerage accounts; and for those seeking reliable income, I design custom fixed income strategies.
- Using financial planning processes and analysis tools, I’m able to confidently work toward finalizing clients’ goals.
- Once investment goals, risk tolerance and time horizon are determined, I recommend viable strategies.
- I continue to monitor and make adjustments to portfolios based on clients’ goals and market fluctuations.
* 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.