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 - February 7, 2018

• December Trade Deficit Increased - The U.S. trade deficit increased 5.3% to $53.1 billion, the highest level since October 2008.

• Machines Making Trading Decisions - Wall Street's recent 1,175 drop wasn’t driven by nervous portfolio managers or any other human traders.

• UK Single Market Access in Question - The European Union (EU) wants the power to restrict UK access to the single market during a transition period after Britain leaves the bloc, if it violates agreed upon rules.

Financial and Economic Brief - January 30, 2018

• Increase in Spending, Decrease in Savings - U.S. consumer spending rose 0.4% in December as demand for goods and services increased, but savings dropped to a 10-year low.

• Dr. Pepper Snapple and Keurig Green Mountain Merger - Dr. Pepper Snapple Group and Keurig Green Mountain plan to merge in a deal that creates a beverage giant, with roughly $11 billion in pro forma combined.

• Wall Street Down at Opening - Wall Street fell on Monday from record levels last week, weighed down by a 1.42% drop in Apple shares after a report said it would make fewer iPhone Xs.

Financial and Economic Brief - January 23, 2018

• Global Growth Forecasts - The International Monetary Fund (IMF) has revised global growth forecasts for 2018 and 2019 higher by 0.2 percentage points to 3.9%.

• Q4 2017 Growth - Economists say that the economy “quite possibly” grew at a better than 3% annual pace in Q4, as it did in the both Q2 and Q3.

• Stocks Stay Even - World stocks and U.S. bond markets “shrugged off” a government shutdown in Washington, the dollar fell near three-year lows, and the euro resumed its strong start in 2018.

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.