Davison Wealth Management

Davison Wealth Management provides financial planning, investment management, and wealth advisory services to high-net-worth individuals and families. The firm also offers tax-efficient strategies, estate planning, and retirement income planning.

Yes, as a registered investment advisor (RIA), Davison Wealth Management operates under a fiduciary standard. The firm is required by law to act in the best interests of its clients and to disclose any potential conflicts of interest.

The firm primarily serves high-net-worth individuals and families. It may also serve as a multi-family office for select clients, coordinating across legal, tax, and estate planning professionals.

Davison Wealth Management uses asset allocation and portfolio diversification to build client portfolios. The firm utilizes a mix of individual securities, exchange-traded funds, and mutual funds. Technology is employed for rebalancing and performance reporting.

The key difference is fiduciary duty. As an RIA, Davison Wealth Management is legally obligated to put client interests first, while broker-dealers typically operate under a suitability standard. This structural difference affects how advice is delivered and conflicts are managed.

Yes, the firm provides estate planning as part of its comprehensive wealth advisory services. This may include strategies for wealth transfer, trust structures, and charitable giving.

As an RIA, Davison Wealth Management typically charges a fee based on a percentage of assets under management. Specific fee schedules are not publicly disclosed.