Building Partnerships for the Protection and Preservation of Assets

A hundred years ago, when Carnegie Steel made a dollar, Andrew Carnegie was a dollar richer. His economic environment was uncomplicated. The government was small. Taxes were predictable and manageable. Unlike present day entrepreneurs, who make two dollars with the hope of keeping one.

Today, our clients may be expected to harness global economic forces, endure regulatory intrusions, and underwrite the government’s omnivorous need for tax dollars. Their challenges would make the old school icons of American business shiver. That’s where we come in. DavisWalker’s mission is to help business and professional firms, their founders and leaders, and their families mitigate their risks and enhance their rewards currently, in the future, and across generations.


Executive Benefits Wealth Transfer Strategic Alliances

Employers are faced with dilemmas in every area of delivering benefits to employees and executives. Building employee commitment is at odds with benefit cost sharing. Attracting talent runs counter to cost containment. Administrative resources are overloaded just when employee communication is most needed. Are there solutions?

What should the impact of your success be? Studies show that as we enter the later decades of life two questions become increasingly absorbing to nearly everyone. Looking back, we will ask ourselves, "What did my accomplishments mean?" And looking forward, we will want to know, "What legacy will live beyond me?" Your faith can lead you to the best answer to the first question. Our firm can help you with the second.

Complexity and volatility in today's financial and business environment dictate a collaborative planning approach. We integrate our knowledge with specialists in legal, accounting, banking, trusts, benefits, retirement, and related fields for our clients. Our national reach through PartnersFinancial gives them access to institutional resources without sacrificing responsive personal service. How can we help you?

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Office Location

DavisWalker, Ltd.

9100 Arboretum Parkway
Suite 260
North Chesterfield, VA 23236-3493
ph: 804.560.8082

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News Updates

Financial and Economic Brief - September 19, 2017

• August Retail Sales Fell More Than Expected - According to The Commerce Department, U.S. retail sales fell 0.2% in August, more than forecasted, suggesting “moderation” in consumer spending in Q3.

• Gas Prices Coming Down… Slowly - Prices jumped 32 cents a gallon in two weeks as refineries in the Houston area were closed.

• Northrop Grumman to Buy Orbital - U.S. defense contractor Northrop Grumman Corp said on Monday it would buy missile and rocket maker Orbital for $7.8 billion in cash.

Financial and Economic Brief - September 12, 2017

• Gas Prices Rise after Harvey - After Hurricane Harvey the average price of gasoline rose, prompted by oil refinery closures..

• ARAMCO IPO Still on Track - Saudi Arabia is still on track to sell part of its oil company ARAMCO on the stock market in 2018 despite changes to its economic revival plan.

• BP Files for IPO - British energy company BP filed for an initial public offering of its pipeline assets in the U.S.

Financial and Economic Brief - September 5, 2017

• August Auto Sales Down - According to Autodata, auto sales totaled 16.14 million in August, down almost 2% from last August.

• Lego to Cut jobs - Lego announced that it is cutting 1,400 jobs, or 8% of its workforce, as part of a “broad overhaul” of its strategy.

• Gasoline Prices Rise, Dollar Weakens - According to Fed Governor Lael Brainard, since inflation is falling “well short” of its target the Fed should be careful about raising interest rates until it is confident that prices are moving higher.

Financial and Economic Brief - August 29, 2017

• Durable Goods Orders Fall - New orders for key capital goods rose more than expected in July, and shipments surged, pointing to an acceleration in business spending early in the 3rd quarter.

• New Sanctions on Venezuela - An executive order was signed on Friday barring U.S. citizens and banks from buying new bonds from the Venezuelan government or its state oil company Petroleos de Venezuela.

• Gasoline Prices Rise, Dollar Weakens - U.S. gasoline futures rose to 2-year highs while an already weak dollar fell to a 16-month low on Monday as Tropical Storm Harvey hit the U.S. energy sector & raised concerns about the economy.

Financial and Economic Brief - August 22, 2017

• Debt Ceiling Increase - According to Senate Majority Leader Mitch McConnell, the U.S. government will raise the debt ceiling and avoid defaulting on its debt.

• European Stocks Gain - European stocks broke a losing streak on Tuesday, adding to gains in other markets and advanced by rising commodity prices.

• Fed Divided Over Inflation in July - Minutes from the Fed meeting in late July show Federal Reserve policymakers were worried about inflation, but for two opposing reasons.

Financial and Economic Brief - August 15, 2017

• Eurozone Industrial Output Down - According to the Eurostat statistics agency, industrial output across the 19 countries that make up the eurozone fell in June, likely illustrating the “export-sapping” impact of the rising euro.

• Consumer Prices Rise Less Than Expected - According to the U.S. Labor Department, U.S. consumer prices rose less than expected in July rising only 0.1%.

• All S&P Sectors Higher - Wall Street opened higher today, all 11 major S&P sectors, as investor sentiment was lifted by easing tensions in the Korean peninsula.