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 - 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.