Building Partnerships for the Protection and Preservation of Assets

A hundred years ago, when Carnegie Steel made a dollar, Andrew Carnegie was a dollar richer. His economic environment was uncomplicated. The government was small. Taxes were predictable and manageable. Unlike present day entrepreneurs, who make two dollars with the hope of keeping one.

Today, our clients may be expected to harness global economic forces, endure regulatory intrusions, and underwrite the government’s omnivorous need for tax dollars. Their challenges would make the old school icons of American business shiver. That’s where we come in. DavisWalker’s mission is to help business and professional firms, their founders and leaders, and their families mitigate their risks and enhance their rewards currently, in the future, and across generations.


Executive Benefits Wealth Transfer Strategic Alliances

Employers are faced with dilemmas in every area of delivering benefits to employees and executives. Building employee commitment is at odds with benefit cost sharing. Attracting talent runs counter to cost containment. Administrative resources are overloaded just when employee communication is most needed. Are there solutions?

What should the impact of your success be? Studies show that as we enter the later decades of life two questions become increasingly absorbing to nearly everyone. Looking back, we will ask ourselves, "What did my accomplishments mean?" And looking forward, we will want to know, "What legacy will live beyond me?" Your faith can lead you to the best answer to the first question. Our firm can help you with the second.

Complexity and volatility in today's financial and business environment dictate a collaborative planning approach. We integrate our knowledge with specialists in legal, accounting, banking, trusts, benefits, retirement, and related fields for our clients. Our national reach through PartnersFinancial gives them access to institutional resources without sacrificing responsive personal service. How can we help you?

[More]

[More]

[More]

Office Location

DavisWalker, Ltd.

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

Request Information

Please let us know how we can serve you.




News Updates

Financial and Economic Brief - October 10, 2017

• New “Bubbles” to Emerge? - According to German Finance Minister, Wolfgang Schaeuble, volatile loans and mounting global debt could lead the world into another economic crisis.

• Walmart Announces Buyback - Walmart announced a $20 billion share repurchase program to replace its existing plan and shares were up more than 2% in premarket trade on the news.

• Spanish Separation Affects European Stocks - World shares achieved a record high on Tuesday, although European shares traded “cautiously” as markets waited to see whether Spain’s Catalonia region would push for independence.

Financial and Economic Brief - October 3, 2017

• Consumer Spending Flat in August - According to the U.S. Commerce Department, consumer spending only rose 0.1% in August as Hurricane Harvey “weighed on” auto sales and unseasonably mild temperature reduced demand for utilities.

• Dow Soars for 8 Quarters - The Dow climbed 5% during the third quarter, which stretched its streak to eight winning quarters.

• Construction Spending Increased in August - U.S. construction spending increased in Aug. by 0.5% after two months of declines, helped by strength in home building, nonresidential construction & state and local government construction.

Financial and Economic Brief - September 26, 2017

• Fed is Focusing on “Normalization” - John Williams does not expect any market turbulence as the Fed starts reducing the huge balance sheet of $4.5 trillion in assets that was built up to stimulate the U.S. economy after the 2007-2009 financial crisis and recession.

• Mercedes Spending in Alabama - Mercedes will be spending $1 billion in its Alabama plant and creating 600 new jobs as it plans to make new electric SUV models and construct a battery plant nearby.

• Inflation Rebound? - According to European Central Bank (ECB) President Mario Draghi, the ECB is growing increasingly confident that inflation will rise back to its target but patience is still needed.

Financial and Economic Brief - September 19, 2017

• August Retail Sales Fell More Than Expected - According to The Commerce Department, U.S. retail sales fell 0.2% in August, more than forecasted, suggesting “moderation” in consumer spending in Q3.

• Gas Prices Coming Down… Slowly - Prices jumped 32 cents a gallon in two weeks as refineries in the Houston area were closed.

• Northrop Grumman to Buy Orbital - U.S. defense contractor Northrop Grumman Corp said on Monday it would buy missile and rocket maker Orbital for $7.8 billion in cash.

Financial and Economic Brief - September 12, 2017

• Gas Prices Rise after Harvey - After Hurricane Harvey the average price of gasoline rose, prompted by oil refinery closures..

• ARAMCO IPO Still on Track - Saudi Arabia is still on track to sell part of its oil company ARAMCO on the stock market in 2018 despite changes to its economic revival plan.

• BP Files for IPO - British energy company BP filed for an initial public offering of its pipeline assets in the U.S.