WHAT WE DO...

We offer a variety of financial services to our clients including

financial services

TAX PLANNING

Analyze how taxes will affect your nest egg between now and your retirement.

financial services

WEALTH MANAGEMENT

Evaluate and assess your unique financial situation and make recommendations that are in your best interest while doing so with integrity and transparency.

financial services

ESTATE PLANNING

Strategic estate planning to create the best legacy for those you love.

financial services

RETIREMENT PLANNING

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 plan for retirement, the more time is on your side.

financial services

FIDUCIARY INVESTMENT MANAGEMENT

We will take your current portfolio and craft it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies.

financial services

BUSINESS SOLUTIONS

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 debt planning, cash flow management, budgeting, consolidated tax reporting, and coordination of services with CPAs, lawyers, insurance and other financial professionals.

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