We know that very client is unique. Our investment approach starts with getting to know each client on a personal level to identify goals and analyze their current situation. Plans are developed and tailored to align investments with client objectives while minimizing costs, taxes*, and risk. Once adopted and implemented, our team monitors the investment strategy, and works with the client to adjust as needed.
*Davenport & Company LLC does not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.