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 - January 16, 2018

• Strong Holiday Sales - According to the National Retail Federation, holiday sales rose 5.5% compared to last year, marking the largest jump since the end of the Great Recession.

• Wells Fargo Shares Lower - Shares of Wells Fargo fell after reporting a mixed performance for Q4 2017. They reported revenue of $22.05 billion, which was below the $22.64 billion forecast of financial analysts.

• Consumer Prices Increase - U.S. consumer prices recorded their largest increase in 11 months in December at 0.3%, on gains in the cost of rental accommodations and healthcare.

Financial and Economic Brief - January 9, 2018

• Service Sector Growth Slows - Growth in non-manufacturing economic activity continued to fall in December, after dropping more than expected in November.

• GoPro Cutting 20% of Staff - GoPro is shutting down its drone business and cutting 20% of its staff after “weak demand” for its products.

• S&P, Dow Trade Lower on Monday - The S&P 500 and the Dow were trading lower on Monday, as losses in healthcare and financial stocks hindered Wall Street’s strongest start to a year in a decade.

Financial and Economic Brief - January 3, 2018

• Small Business Hiring Slows - The Small Business Jobs Index closed 2017 at 99.70 after falling 0.16% in December and 0.78% for the year.

• Oil above $60 a Barrel - U.S. crude oil prices rose 1% Friday to more than $60 a barrel, the highest close since June of 2015.

• First Trading Day, Indexes Higher - Wall Street’s main indexes were higher today, the first trading day of the year, lifted by gains in technology and consumer discretionary stocks.

Financial and Economic Brief - December 19, 2017

• Industrial Production Rises - U.S. industrial production rose 0.2% in November due to a rebound in extracting oil and natural gas after a stoppage during hurricane season.

• Campbell Acquires Snyder’s - Campbell Soups is set to acquire Snyder’s-Lance in a $4.9 billion deal. The deal will almost double Campbell Soup's baked-snacks revenue.

• U.S. Stock Indexes Hit Record Highs - The major U.S. stock indexes hit record highs on Monday, as the tax bill looked set to be passed into law with its $11 billion in corporate deal making. The tax bill, aims to lower corporate taxes to 21% from 35%.

Financial and Economic Brief - December 12, 2017

• Powell’s Early Policy Views - Jerome Powell appears set to let the tax cut “run its course” through the economy as weak growth in wages and inflation promote his view that the economy remains “underpowered”.

• November Jobs Report Strong - According to the November jobs report released on Friday, employers added 228,000 jobs in November and the unemployment rate remained at 4.1%.

• Launch of Bitcoin Futures - Derivatives exchange Cboe Global Markets launched its bitcoin futures late yesterday, marking the first time investors could get access to the market via a mainstream regulated exchange.