I believe in keeping things simple and we focus on placing your interests first. Our role is to provide ongoing guidance, education, and oversight to help you achieve your financial goals. I will help you implement and monitor your investment plan using a disciplined approach, which includes:
- Listening carefully to understand what is most important to you
- Clarifying your goals and priorities
- Creating an investment strategy based on your complete financial picture
- Conducting ongoing reviews to address changes in circumstances that might require adjustments to your investment plan
- Keeping you informed through clear and frequent communication
In addition, I can assist you with your tax, estate, and philanthropic planning. I work closely with experienced CPAs and estate attorneys to provide meaningful support in critical areas of taxation and wealth preservation.*
* Davenport & Company LLC does not provide legal advice. Please consult your own professional for guidance on these matters.