Governed by Ethics l Driven by Results
We offer a variety of services to our clients including
Analyze how taxes will affect your nest egg between now and your retirement.
The average life expectancy in the U.S. continues to rise and living longer means you will need more money to retire. The earlier you do retirement planning, the more time is on your side.
Strategic estate planning to create the best legacy for those you love.
We will take your current portfolio and craft it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies.
Our financial advisors can help your organization meet its specific goals, whether designing a retirement plan, managing accounts, or forming a business succession plan.
Additionally, Davis Capital Management can assist clients with other financial services, like debt planning, cash flow management, budgeting, consolidated tax reporting, and coordination of services with CPAs, lawyers, insurance and other financial professionals.
Davis Capital Management is a fiduciary wealth management firm located in Jacksonville, Florida which is committed to customer service, governed by ethics, and driven by results. Davis Capital Management’s primary objective is to help our client’s meet their financial and retirement goals by providing discretionary account management, financial advising, and financial planning.
Private Wealth Advisor
Private Client Associate