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 - October 4, 2018

• Economy Looks Good - Following Jerome Powell’s description of the U.S. economic outlook as “remarkably positive”, people are wondering how long this “rosy” period might last.

• Canada, Mexico, U.S. New Trade Deal - Canada has agreed to join the U.S. and Mexico in a trade deal that will replace NAFTA, according to officials.

• Honda Takes Stake in GM - Honda Motor Co will invest $2 billion & take a 5.7% stake in General Motors' Cruise self-driving vehicle unit, to jointly develop self-driving vehicles for deployment in ride services fleets around the world.

Financial and Economic Brief - September 4, 2018

• New NAFTA Deal without Canada? - The Canadian dollar fell against the U.S. dollar after President Trump said the U.S. and Mexico could move forward without Canada in a new NAFTA deal.

• China Lures Talent from Taiwan - A veteran engineer of one of Taiwan’s top-tier chipmakers took an offer from a Chinese state-backed chipmaker last year and now oversees a small team in eastern China.

• Tesla’s Stock Price Forecast Slashed - JP Morgan Chase cut its price target on Tesla, causing its shares to briefly tumble.

Financial and Economic Brief - August 7, 2018

• 5% Treasury Yield Warning - JPMorgan Chase & Co. chief executive officer, Jamie Dimon, warned investors that they should get ready for U.S. yields of 5 percent.

• Oil Rises after Production Falls - Oil rose on Monday after Saudi crude production fell in July and U.S. drilling appeared to slow down, although the price is still almost 10 percent below its 2018 high of more than $80 a barrel.

• Pepsi Co. CEO Stepping Down - Indra Nooyi, PepsiCo. CEO, is stepping down but will remain as chairwoman of the board of directors until early 2019.

Financial and Economic Brief - July 3, 2018

• Consumer Sentiment Rises - Chief Economist for The University of Michigan's survey Richard Curtin said one-in-four consumers mentioned the potential negative impact of tariffs on the domestic economy.

• ADM in Talks with Neovia - Archer Daniels Midland Company (ADM) is in talks to take over French animal feed business Neovia for 1.5 billion euros ($1.75 billion) in order to expand in the animal nutrition sector.

• Tesla Meets Production Target - Tesla's first mass production vehicle missed two Ņambitious' production targets, but Musk promised investors that the company would make 5,000 Model 3s per week by this time of year.

Financial and Economic Brief - June 26, 2018

• Harley-Davidson Moving Some Production Overseas - The EU launched tariffs on American imports like bourbon, peanut butter and orange juice on Friday.

• Oil Prices Fall - Brent crude oil fell by more than 1% today as investors prepared for an extra 1 million barrels per day (bpd) to hit the markets after OPEC and its partners agreed to raise production to “stop the gap” between supply and demand.

• SEC Probes Earnings per Share - The SEC is investigating whether publicly traded U.S. companies have been rounding up their quarterly earnings to the next highest cent.