Planning Beyond Investments
Our Integrated Wealth Management System allows us to define
your unique criteria for life fulfillment.
We identify opportunities and layer strategic financial planning principles
for integration of your personal and financial affairs.
Understanding and prioritizing your definition of success is the blueprint of your L.I.F.E. Vue.
Taking a L.I.F.E. Vue approach is The Davies & Mahnke Difference.
What is our Integrated Wealth Management System?
An ongoing, solutions-oriented 6 step process designed to identify and support
the ever-evolving goals and objectives of clients.
The Partnership Formula:
We strongly believe when both parties’ long-term expectations align, a strong foundation and trusted partnership begin to form.
The Family Blueprint:
The review process explores the details of your current financial position in the context of your future goals and objectives.
The Solutions Template:
This document integrates strategies and creates stress-tested scenario comparisons to offer a quantifiable value when we recommend changes to the current picture.
The Integration Formula:
Working closely with clients’ own accounting and legal counsel, our team will implement the complex layers of your planning objectives to create a cohesive strategy.
The Continuity Principle:
Monitoring your plan for adjustments and recalibration is critical in an ever-changing environment that requires navigation of constant evolution in legislation, technology, and industry.
The Lifetime Expander:
We simplify the process well into the future by creating a strategy to enhance the opportunity for multigenerational wealth transfer, philanthropy, and succession planning.
Davies & Mahnke Private Wealth Management stands apart from other wealth management firms because of our unique blend of personal dedication to each and every client and professional wealth management services.
Our practice continues to refine the disciplines of financial and investment planning, as well as tax and estate strategies for business owners and individuals. We are committed to helping you reach your personal financial goals through our Integrated Wealth Management system.