Secrets to a Joyful Retirement
How the Happiest Retirees Planned Differently—and What You Can Take from It At Davis Capital Management, we’ve seen firsthand what sets the happiest retirees apart. It’s not
Independent Fiduciary Services
Family Office Providing Alternative Investments
Custom Financial Planning
We prioritize your long-term financial objectives and income needs to create a strategy that aligns with your vision.
Early retirement planning is essential to ensure you can live the life you want.
We will take your current portfolio and craft it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies.
Providing you tax planning strategies to optimize your after-tax investment return.
Strategic estate planning to create the best legacy for those you love.
Our financial advisors can help your organization meet its specific goals, whether designing a retirement plan, managing accounts, or forming a business succession plan.
As a client of Davis Capital, you benefit from the collective insight of a close-knit group of professionals who work together with one goal in mind: yours. We believe the best outcomes are built through teamwork — with each member bringing their expertise, perspective, and care to the table.
Our approach is personal, disciplined, and deeply aligned with your interests. We build long-term relationships grounded in trust, transparency, and a shared commitment to your financial success.
As life expectancy in the U.S. continues to rise, planning for a longer retirement has never been more important. With Davis Capital, you can take control of your future by starting early and making smart, informed decisions. The earlier you begin, the more time you have to grow your savings, ensuring a comfortable and secure retirement.
Let us guide you through the complexities of retirement planning, making sure your hard-earned money lasts through your golden years.
To access our wealth management services, a minimum of $250,000 in assets is required. This total may be held across multiple accounts.
A Certified Financial Planner™ (CFP®) is a trusted financial professional who has met rigorous standards in education, experience, and ethics. This respected certification, awarded by the Certified Financial Planner Board of Standards, signals deep expertise in key areas like investments, retirement planning, tax strategies, estate planning, and insurance.
When you leave a job, you have several options for your old 401(k):
Leave it in the current plan (no new contributions)
Roll it into your new employer’s 401(k), if allowed
Transfer it to an IRA for more flexibility
Cash it out (taxes and penalties may apply)
Consider your financial goals, tax impact, and investment options before deciding.
At Davis Capital Management, we create personalized financial plans designed around your unique goals and circumstances. We start by understanding your vision and develop a strategy that covers budgeting, investing, and risk management.
Your plan serves as a clear roadmap toward goals like retirement, education funding, and long-term wealth building. With ongoing reviews and expert guidance, we help you stay on track—so you can move forward with confidence and clarity.
As your financial advisor, we play an important role in helping you coordinate and optimize your estate plan. By working alongside legal professionals, we help ensure your wills, trusts, and beneficiary designations reflect your legacy goals.
Our focus is on preserving wealth, minimizing taxes, and making sure your assets are passed on according to your wishes. We also review your plan regularly to keep it aligned with life changes and evolving laws—giving you peace of mind and a clear path forward.
Investment tax planning helps you keep more of what you earn. As your advisor, we’ll structure your portfolio to minimize taxes, using strategies like tax-efficient investments, capital gains management, and smart asset placement.
We review regularly to stay aligned with changing tax laws and your goals—so your money works harder, and you keep more of your returns.
Troy explains everything so thoroughly and in terms I better understand. The best part of our relationship is that we are confident that he has set us on a course for a comfortable retirement!
He made me feel comfortable about moving my money and introduced long-term strategies for future planning. He contacts me quarterly, and I’m very pleased with the attention and growth of my investments.
How the Happiest Retirees Planned Differently—and What You Can Take from It At Davis Capital Management, we’ve seen firsthand what sets the happiest retirees apart. It’s not
Real Planning Means Customization Generic model portfolios may have worked in simpler times, but they fall short in today’s complex financial environment. Every client brings a d
Every May, interest rates on federal student loans are reset for the upcoming school year. The rates are calculated by combining the yield on the 10-year U.S. Treasury note with an
