Davenport Wealth Management
Contact Information
-
Address
Cleveland, OH, 44114 -
Phone
(216) 777-8525 -
Website
davenportwm.com
Location
About Davenport Wealth Management
Davenport Wealth Management is a financial planner in Cleveland, OH. The firm provides comprehensive financial planning, retirement planning, asset management, charitable planning, tax planning, and education planning for individuals, families, and businesses. The team focuses on analyzing the big picture of a client's total financial situation before diving into detailed execution to help pursue specific goals. This approach involves looking at how each aspect of a strategy functions individually and together to depict the full scope of financial life. The firm aims to uncover wealth, reveal new opportunities, and avoid potential pitfalls, using money to enhance life and well-being.
The planning process is designed to be holistic, looking beyond products and portfolios to create a foundation for understanding and achieving goals. A multi-step process begins with gathering data on goals, objectives, fears, and aspirations to gain a solid understanding of the complete financial picture. Using a suite of tools, the firm guides clients through projected success rates of various strategies, allowing them to adjust variables interactively to see how different life events or strategies affect outcomes. The plan accounts for unexpected life events, tax considerations, inflation, and changing market conditions, projecting the likelihood of reaching goals and suggesting adjustments to overcome hurdles. The firm emphasizes a long-term perspective, helping clients purchase vacation homes, send children and grandchildren to college, and enjoy rewarding retirements. The multigenerational team is constructed to meet needs for generations to come.
Kevin L. Davenport is the Principal and Wealth Advisor and founder of the firm. He has over two decades of experience in wealth management. Before founding Davenport Wealth Management, he worked with National City Bank, Merrill Lynch, and Northwestern Mutual. The team also includes Maggie Zeller and Stephanie Jay as Client Service Associates, and Isaac Bushen as a Wealth Management Analyst. The firm is located at 127 Public Square, Suite 2810, in Cleveland.
Services:
- Asset Management
- Charitable Planning
- Comprehensive Financial Planning
- Retirement Planning
- Tax Planning
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