How We Work

Our operating style is time-tested. We presume integrity, a willingness to trust, and a handshake are the best introduction to partnerships. And from there, our first responsibility is simply to listen. When our clients put problems on the table, we offer an empathetic ear, knowledge, and experience. For over half a century the result has been sound solutions, adapting an array of products and services to the exacting specifications of your plan.

We believe relationships are earned. Our process allows clients to measure our capabilities and judge our performance before they engage our services and in all the stages that follow. Our client relationships span affluent families, entrepreneurial and multigenerational firms, and professional partnerships.

Step 1. Initial Meeting

We listen to client needs, circumstances, and goals. Then let them learn how DavisWalker thinks, so they can evaluate the benefits of proceeding to the next step.

Step 2. Assessment

We engage in a joint information gathering and discovery process, drawing out clients' personal views, current objectives, and past decisions. From this we can determine the appropriate application of the full resources of DavisWalker.

Step 3. Engagement

Clients then receive a written summary of our analysis of problems and opportunities. We set a planning direction, then define strategic issues and solution options. Our compensation is explained so clients can compare costs versus benefits and make an informed decision about our working relationship.

Step 4. Strategy Development

To assure strategies are appropriate from all perspectives, we work closely with our clients' attorneys, accountants, and other professional advisors and add input from internal resources. We prepare agendas to coordinate team responsibilities and timetables, meeting regularly with clients to explore options and define priorities. This ensures that the decisions made reflect a thorough and objective analysis, and ultimately the appropriate solution.

Step 5. Implementation

We continue our role as project manager with all parties to help assure effective implementation. Parties include accountants, attorneys, trust officers, investment brokers, insurance companies, banks, and service vendors.

Step 6: Review

DavisWalker provides ongoing reviews to help determine suitability and measure performance of all elements of our clients' plans in light of changing circumstances. Continual monitoring allows us to respond quickly, implementing modifications to help preempt problems and capture opportunities.

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 - August 4, 2020

• A Q2 Economic Evaluation - Now that the American Economy has gone through at least one quarter of Covid-19, we have an opportunity to glance back at the equity markets to see how they performed.

• International Monetary Fund’s Latest Update - Countries around the world share the same apprehensions about financial health of economies as well as physical health of the people.

• Top 10 Technology Trends of 2020 - The rapid growth of technology is paving the way for career growth in 10 different but connected areas.

Financial and Economic Brief - July 3, 2020

• The Trend in Wage Growth and Spending - The country’s unemployment rate has leveled off and Americans have shown remarkable resilience in the face of high unemployment numbers.

• Mortgage Rates are the Lowest in Years - For individuals and families who are looking to buy a new home, interest rates are low and expected to potentially go lower.

• Where are Oil Prices Headed? - Decades ago no American would have believed that the price of a barrel of oil would drive a wedge between OPEC oil producing nations.

Financial and Economic Brief - June 2, 2020

• Payroll Protection Program Gets Necessary Adjustments - Businesses that have secured a Payroll Protection Program loan from Uncle Sam may be looking at legislation to ease the requirements for loan forgiveness.

• What’s Ahead for Treatment or Cure of Coronavirus? - Americans are eager for one of the many drug companies to develop a vaccine for the Coronavirus.

• The Fed’s Latest Cash Infusion - The future of the US Economy has been bolstered by the efforts of the Federal Reserve Bank to smooth-out the disruptions caused by the Coronavirus.

Financial and Economic Brief - May 6, 2020

• Here are Important Social Security Changes for 2020 - For today’s retired Americans, it frequently represents a healthy amount of their monthly income.

• Did the SECURE Act Kill the Stretch IRA? - Individuals who have successfully used IRA’s as an estate tax planning tool may be trying to find new ways to leave assets to named beneficiaries in a way that minimizes the long-term effects of the estate tax.

• Warren Buffett has Sold Berkshire Hathaway’s Position in Airline Stocks - The Oracle of Omaha doesn’t always get it right (but so far his track record has been mighty impressive!)

Financial and Economic Brief - May 5, 2020

• The Real Estate Front - The Coronavirus pandemic has dramatically affected the housing market.

• Understanding the Impact of Inflation - When governments, for whatever reasons, inject huge sums of currency into an economy, repercussions will be felt at some point in the future.

• The UK is Recognizing the Benefits of Trading with the US - With the world currently reeling from the economic slowdown essentially caused by Covid-19, our friends in the UK are seeking to step up trade talks.

Financial and Economic Brief - March 3, 2020

• Potential Rate Cuts Coming - In response to the coronavirus scare, there’s a chance that the Fed could take policy back to where it was during the financial crisis of 2008.

• Britain’s Mandate for Trade Talks - Britain unveiled its mandate for trade talks with the U.S., with Prime Minister Boris Johnson vowing to drive a hard bargain in negotiations.

• Stock Market Plummets - U.S. stocks fell as fears escalated over the fast-spreading coronavirus, with Wall Street capping its worst week since the global financial crisis of 2008.