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Davison Wealth Management
DAVISON WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
DAVISON WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Davison Wealth Management offer?
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.
Is Davison Wealth Management a fiduciary?
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.
What is the investment philosophy of Davison Wealth Management?
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.
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