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Davis Wealth Management, LLC

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Davis Wealth Management, LLC

Overview:

Davis Wealth Management, LLC is a registered investment advisor with the State of Ohio. We offer one source- available to both individuals and companies - for help in personal wealth accumulation, asset protection and wealth transfer; retirement planning; business building, compensation and continuity; insurance; charitable gifting and more. Our comprehensive financial planning services use financial strategies consistent with our client's financial condition, tax status and risk/reward objectives.

Over the series of planning meetings, written information and analysis is compiled, which may include one or more of the following areas:

1. the client's objectives and financial goals;

2. a review of the client's assets, liabilities, income and expenses;

3. a review and analysis of one or more of the subject planning areas previously listed;

4. a summary of findings; and

5. recommendations.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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