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 - May 15, 2018

• Consumer Sentiment Steady - Consumer attitudes about the economy hit 98.8 in a May reading, higher than the 98.5 expected by a survey of Reuters economists.

• Trade Tensions Ease - Wall Street indexes rose, helped by advances in technology stocks after President Trump “softened” his stance on Chinese technology company ZTE Corp.

• Sony Buying Stake in Peanuts Holdings - Japanese electronics maker Sony Corp.’s music unit announced that it is buying a stake in Peanuts Holdings, the company behind Snoopy and Charlie Brown.

Financial and Economic Brief - May 8, 2018

• Low Unemployment Warning - April’s solid job growth, with 164,000 jobs added, and low 3.9% unemployment rate are positive signs for the economy, but sluggish productivity growth and lukewarm wage growth at 0.1% raise red flags.

• Nestle, Starbucks Strike a Deal - In a $7 billion deal, Nestlé is buying the rights to market, sell and distribute Starbucks packaged coffee and tea around the world.

• Oil Breaks $70 - Oil prices hit their highest since late 2014, driven by an economic crisis in Venezuela threatening to further hinder its production and exports and worries that the U.S. could re-impose sanctions on Iran.

Financial and Economic Brief - May 1, 2018

• Annual Inflation and Consumer Spending Rise - Consumer prices rose 2% year-on-year in March, with a measure of underlying inflation rising to near the Federal Reserve’s 2% target.

• T-Mobile, Sprint Merger - T-Mobile and Sprint are combining in a deal that would create a bigger No. 3 cellular carrier in the U.S.

• Wall Street Rises on Strong Earnings - U.S. stocks rose on Monday due to strong earnings reports & several merger announcements, while inflation concerns were kept “in check” after lukewarm data on U.S. income & spending.

Financial and Economic Brief - April 24, 2018

• 10-Year Yield Reaching Higher - The U.S. 10-year Treasury yield could hit the 3 percent threshold — a level deemed “worrying” by investors.

• Wells Fargo Fines - Federal regulators are close to fining Wells Fargo $1 billion for forcing customers into car insurance and charging mortgage borrowers unfair fees.

• Existing Home Sales Rise - The National Association of Realtors said that existing home sales rose 1.1 percent to a seasonally adjusted annual rate of 5.60 million units last month.

Financial and Economic Brief - April 10, 2018

• Dow Volatility Continues - The new normal on Wall Street is about “wild fluctuations, mammoth moves and rapid-fire price reversals”.

• Gradual Rate Hikes, Appropriate - Federal Reserve President Charles Evans, said that he is “optimistic” inflation will reach the Fed’s 2% goal and that slow, gradual rate increases will be appropriate.

• Russia’s Ruble Falls - Russia’s ruble experienced its biggest one-day fall for over two years on Monday and stocks in major Russian companies also slid, as investors reacted to a new round of U.S. sanctions.