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Our Services

Wealth Management Services

  • eMoney–Online account aggregation website

  • Robust performance and holdings reporting

  • Planning Services–Retirement, estate and portfolio analysis

  • Professional Collaboration–Work with your other advisors as needed

  • Educational Information–Access to research, newsletters, white papers and planning tools

Asset Management Services*

  • Broad access to a wide variety of investment products and services

  • Investment objectives, risk tolerance and needs analysis

  • Portfolio analysis and design

  • 401(k) allocation assistance

  • Traditional, tactical and alternative investment diversification

  • Principal protection and portfolio insurance strategies

  • On-going investment reviews and reallocations

  • Tax withholding, tax loss harvesting, reporting and assistance

  • Retirement income planning

  • Required Minimum Distribution and 72(t) systems and follow up

  • IRAs, rollovers and trust management

  • FDIC CDs, Equity-Linked CDs and Market Participation Deposits

           *Offered through Securities America Advisors.

Insurance Brokerage Services

  • Life, disability, LTC and health insurance

  • Group insurance

  • Employee benefits

  • Benefits for executives and business owners

  • Insurance review, planning, quotes and service

To learn more about our services, call 800-473-9797

**Some products and services offered through various strategic alliances including Tax Preperatrion, Wills, Trust documentation and Real Estate Transactions would not be offered directly by Davis Williams Wealth Management.