Our Approach
A seamless experience while safeguarding your capital.
Understanding you
The Davenport Group approach is 1st built on understanding your unique situation, allowing us to create a strategy that fulfills your needs, and to assist in proactively guiding you through life’s financial decisions. Our unique experiences anticipate the unintended consequences of these decisions.
Comprehensive Offerings
Many financial professionals focus only on the transaction in front of them, rather than a comprehensive understanding of what clients are trying to achieve. The Davenport Group focuses on a deep understanding of you, both personally and financially. Our team acts as a financial concierge, helping with everything from investment strategies, tax planning, to coordinating with accountants, lawyers, and even personal needs like finding specialist or planning major life transitions.
On-Going Support
Our team size, experience, and tenure means we’ve almost seen it all. This allows us to provide a level of on-going support that is often uncommon. A support level that allows us to assist our clients through life’s journey. Wealth management isn’t a one & done task – it is an ongoing ‘test and refinement’ project. Your financial picture is always fluid, so we recalibrate our customized approach as needed to help enhance the picture or support when changes occur. The Davenport Group is by your side for all your financial decisions big or small.
We don’t just ask, “What’s Next?” – We ensure you’re always prepared for what’s ahead.
