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 Preparation, Wills, Trust documentation and Real Estate Transactions would not be offered directly by Davis Williams Wealth Management.

 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@daviswilliams.com   |  704-542-0628