Through their trademarked Wealth Maximization Method™ Davenport wealth advisors invite the firm’s clients to consider how they can unleash all the possibilities of their assets. Over the course of several meetings with personalized touches, clients are invited to consider their aspirations in retirement, to visualize their chosen lifestyle and to consider asset designation to next generation family members or towards philanthropic endowment. The goal is to provide Davenport & Associates clients with the tools they need to realize greater retirement income and greater tax-free wealth for the next generation.

Prospective clients are introduced to the Wealthmax philosophy through invitation-only dinner discussions attended by only a small number of guests. The dinner discussions are held at prestigious restaurant venues. For more information about dinner discussions, please call 1-888-525-7794 or email abensel@wealthmax.net.