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 - November 28, 2017

• Consumer Sentiment Rose More Than Expected - U.S. consumer sentiment saw “slight” gains in November compared to the mid-month reading, though the index remained below the decade high reached in October.

• Publisher of Time Agrees to Be Sold - The publisher of Time, People and Sports Illustrated agreed yesterday to be sold to another big magazine publisher, Meredith.

• New Home Sales at 10-Year High - Sales of new U.S. single-family homes unexpectedly rose 6.2% in October, to a seasonally adjusted annual rate of 685,000 units, amid strong demand across the country.

Financial and Economic Brief - November 21, 2017

• October Home Building, One-Year High - U.S. home building jumped 13.7% in October, the highest level since October 2016, likely because communities affected by the hurricanes started replacing houses damaged by flooding.

• Marvell Bids on Cavium - Marvell Technology has bid around $6 billion for Cavium in a cash-and-stock deal that would create a chip maker to compete with industry giants.

• Wall Street Slightly…Higher - Wall Street indexes were higher on Monday morning, as gains in technology stocks offset a drop in health shares.

Financial and Economic Brief - November 14, 2017

• Oil Prices May Stay Steady - Oil prices have been rising since June, increasing about 33%. British Petroleum boss Bob Dudley says that may be all for now.

• Coal’s Bleak Future - The coal industry has seen only modest gains in jobs and production this year, mostly from a temporary uptick in foreign demand.

• Qualcomm Rejects Takeover Proposal - Qualcomm recently rejected Broadcom's $103 billion takeover proposal, noting the bid “significantly undervalues” the wireless telecommunications company.

Financial and Economic Brief - November 7, 2017

• October Jobs Report - The U.S. economy added 261,000 jobs in October and the unemployment rate was 4.1%.

• Gas Prices on the Rise - Gasoline prices have risen for most of the U.S. at a time in the year when there is usually “relief” at the pump.

• Dudley Leaving Fed - William Dudley, “among the most influential monetary policymakers throughout the financial crisis and its aftermath”, expects to retire by mid-2018, before his term officially ends in January 2019.