Services

your needs, our commitment

We specialize in all aspects of financial planning and wealth transfer for individuals, couples, domestic partners and small businesses. Our focus includes:

  • Planning, saving and budgeting to pursue life's goals
  • Investment strategy, management and portfolio rebalancing
  • Portfolio tax planning
  • Wealth preservation and transfer to heirs
  • Education planning
  • Stock option planning and execution
  • Insurance planning and risk management
  • Estate planning for individuals, couples and domestic partners

Independence and objectivity are the cornerstones of our advisory practice. As financial advisors who are not beholden to an investment bank nor any proprietary funds, we have access to the universe of investment and planning products from which to analyze and recommend to our clients. Developing a diversified investment portfolio that achieves a careful balance of risk and reward will draw on a number of investment options.

Our planning platform, called WealthVision, integrates financial planning and wealth management. It provides a powerful engine capable of generating cash flow projections, modeling "what-if" scenarios and providing comprehensive planning analytics. For our clients, WealthVision delivers an easy-to-use online system to track and manage your personal balance sheet, investments and documents in one convenient and secure location.

Wealth Vision Link 


We provide assistance in the following areas:

Investments - Equity and Fixed Income

  • Equity Products
  • Bond Mutual Funds
  • Exchange-Traded Funds
  • CDs
  • Common Stock
  • Corporate Bonds
  • Government Agency Bonds
  • Treasury Bills/Notes
  • Preferred Stocks
  • Convertible Securities
  • Closed-End Funds

Investments - Alternative Assets

  • Non-Traded Real Estate Trusts
  • Managed Futures Products
  • Commodity Funds
  • Structured Products
  • Market Neutral Products
  • Long/Short Funds

Financial Planning

  • Retirement Planning
  • Cash Flow Planning
  • Education Funding
  • Estate Planning

Insurance and Risk Management

  • Term Life Insurance
  • Permanent Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Joseph Davison, CPA, CFP®

LPL Financial Registered Principal

CA Insurance License #0E39860

 
 

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