How We Work

As a Davis & Associates client, you will have a personalized relationship with a wealth management advisor. You’ll also have access to a knowledgeable team with diverse personalities, skills and experience. We believe our differences are a source of strength. Each of our multigenerational team members contributes specialized knowledge and individual perspectives. What unites us as a team is our approach to wealth management. No matter which of us you speak to, you will hear a consistent message.  

What you can expect from us:

Collaboration. We’ll work side-by-side with you to help you articulate and pursue your wealth management goals. 

Communication. We encourage candid discussions about what is happening in your life and the financial markets.

Customization. We can help you create wealth management strategies and build portfolios based on your individual goals and preferences.

Understanding Your Priorities

Although every client is unique, many share similar wealth management objectives. The difference is in the details. As your wealth management advisors, we’ll work with you to tailor strategies to your individual goals and priorities.  We leverage our skills and the deep resources of a global financial services company to help you address challenges and take advantage of opportunities.

For many clients, retirement is their top financial priority. Whether they are in their prime earning years or getting ready to start the next phase of their lives, most have concerns about sustaining their wealth for a lifetime. Beyond that, they want to leave a legacy for future generations or the causes they care about.

Our retirement income planning process is designed to help you create a lifetime cash flow so you can enjoy the retirement lifestyle you envision. We’ll work with you to carefully craft a wealth management strategy for pursuing your lifetime and legacy objectives. We can also coordinate with your CPA, attorney and other professionals to align tax minimization and estate-planning strategies.

Who We Work With

The clients we work with are as diverse as our team. They encompass intergenerational families, institutions, and individuals at every stage of their financial lives. We have considerable experience working with professional practices and local universities, including faculty and staff seeking guidance on transitioning from state-funded retirement plans.   

Intergenerational Families

We often say that we have three families: at home, at work, and our clients’ families. We’re committed to building relationships that enable us to become part of a family’s financial life, standing by them as they navigate through challenging times and celebrate special occasions.

Our wealth management services for families of means extend beyond strategies to preserve wealth for future generations. We help pass along values and intentions as well, through financial education that encourages the next generations to be capable stewards of wealth.  We also facilitate conversations between generations to relieve some of the pressures they may feel around wealth.    

Our services for multigenerational families include an advisory board that functions much like a focus group. We hold semi-annual meetings with parents and children to better understand how we can address a variety of needs, including their preferences for communicating and interacting with us.           

Professional Practices

At Davis & Associates, we’re committed to caring for the caregivers in our community. Through the years, we have forged strong client relationships with healthcare providers at every stage of their careers. Some are veteran physicians who may be considering the sale or transition of a practice. Others are starting a private practice or joining a hospital team.

Years spent serving the specialized needs of healthcare providers differentiates our team from most others. We have developed deep insights into the financial concerns that are most important to medical practitioners. If you are a physician, we can offer a variety of wealth management strategies for your professional practice as well as for the personal side of your balance sheet. 

At your request, we’ll help you manage investments and develop strategies for retirement, liquidity events or transferring wealth with a focus on tax minimization. Through Bank of America, we can also provide access to specialists for securities-based and residential lending.