Relationship Standards

Responsible Service

We take the point position as client advocates - negotiating in your favor, watching your back. And through the power of partnership you can link not only to our own people and technology but to the people and technology of our financial institution strategic partners.

Practical Knowledge and Experience

We also apply the power of partnership to continually expand resources so you can respond effectively when today's solutions encounter tomorrow's changes - in your family, your business, your financial environment.

Resources assure the quality of our work

Institutional Relationships

Our product resource relationships support your buying power with highly regarded, well-managed, and financially sound financial services institutions.

Dedicated Resources

Dedicated Resource Units are in place with all core carriers to give our firm a direct voice in product and services development and immediate response to our clients' needs.

Decision Tools

Proprietary decision tools like the Life Insurance Design Questionnaire prioritize objectives and identify a manageable range of clearly explained product solutions.

Underwriting Advantages

We provide underwriting advocacy to negotiate favorable pricing offers based upon unique client situations rather than statistical models.

Collaboration Leverages Your Advisor Team

Your first requirement should be advisors who listen to you and understand how you think - family-centered, entrepreneurial, practical, compassionate. Invite them to challenge you - to ask the questions no one else asks. Require them to communicate to you without professional jargon, shoptalk, or obscure acronyms.

Make sure they have deep experience in their own fields of knowledge, as well as access to a broad range of resources outside their fields. Combining the resources of our partners and your advisors, your team can provide you...

  • Business capital management
  • Personal asset management
  • Income, estate, and corporate tax strategies
  • Liquidity and funding strategies
  • Insurance
  • Valuation
  • Accounting
  • Legal documentation
  • Trusts
  • Compensation and benefits solutions
  • Qualified and nonqualified plans
  • Family business dynamics

Office Location

DavisWalker, Ltd.

9100 Arboretum Parkway
Suite 260
North Chesterfield, VA 23236-3493
ph: 804.560.8082

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Please let us know how we can serve you.




News Updates

Financial and Economic Brief - January 7, 2020

• Consumer Confidence Dips - According to The Conference Board, U.S. consumer confidence “dipped slightly” in December. The metric came in at 126.5 for the month, down from 126.8 in November.

• Oil Prices Rising - Oil prices rose over 1% on Monday, pushing Brent above $70 a barrel.

• Gold Highest in 7 Years - Global investors are going into safe haven assets as fallout continues from the U.S. killing of Iran’s top general, Qasem Soleimani.

Financial and Economic Brief - December 3, 2019

• Moderate Growth in Q3 - The U.S. economy grew at a moderate 2.1% rate over the summer, slightly faster than first estimated.

• OPEC to Deepen Cuts - OPEC and its allies plan to deepen oil cuts and have the deal in place so it runs at least until June 2020.

• Tariff Threat Renewed - President Trump announced that the U.S. will “restore” steel and aluminum tariffs on Brazil and Argentina, citing a “massive devaluation of their currencies.”

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in Oct. to 125.9 from a Sept. reading of 126.3 as worries over business conditions & employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its 3rd quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the 3 main indexes to record highs, as hopes of a U.S.-China trade deal & an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.