About Davenport Watts & Drake Investment Advisors

Davenport Watts & Drake Investment Advisors, LLC is a fee-only financial services firm offering asset management and financial consulting services. Our desire is to work with a select group of individuals, families, and businesses as part of their financial team — helping with the many important decisions that will affect their financial futures. Our Investment Team Members have a common vision — a client-centered financial consulting firm that treats clients the way we would want to be treated.

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Our Services

 

Core Strategies

Our core strategies: Asset Allocation Asset Diversification, Periodic Rebalancing, Long-Term Perspective, Minimize Income Taxes
 

Financial Planning

The Davenport Watts & Drake (DWD) team works with both individuals and businesses to develop comprehensive financial plans. These plans seek to inventory financial information, develop clearly defined objectives, and provide recommendations on how to reach those objectives.
 

Retirement Plans

Davenport Watts & Drake Investment Advisors (DWD) manages individual retirement accounts and advises individuals how best to save for retirement. But DWD also assists employers in providing the best retirement benefits for their employees.
 

Asset Management

Davenport Watts & Drake Investment Advisors, LLC manages the assets of its clients using the core strategies of asset allocation, asset diversification, and periodic rebalancing while utilizing a long-term perspective and minimizing income taxes.

Our Team

This is what we do. Get in Touch.

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