Our Solutions
We deliver a fully integrated wealth experience, uniting in-house specialists and your trusted professionals to create a seamless plan for your business and family.
An Integrated Approach to Your Wealth
At Davies & Mahnke, we deliver a fully integrated wealth management experience through a collaborative team-based approach. Our team and in-house specialists work seamlessly with your trusted tax, legal, and insurance professionals to offer tailored solutions that reflect your unique personal and business priorities. With both local understanding and national reach, we provide thoughtful, strategic guidance that supports every aspect of your financial well-being across generations.
Tax Efficiency
Taxes influence nearly every financial decision. We incorporate advanced tax planning strategies that align with your overall financial plan. This approach enhances long-term efficiency, reduces unnecessary burdens, and supports both your personal and business goals.
Investment Strategy
Your goals and risk tolerance are uniquely yours. We craft customized investment strategies designed to preserve, grow, or balance your assets. This empowers you with clarity and confidence as you navigate your financial journey.
Risk Management
Protecting your wealth is the cornerstone of financial security. Our insurance planning safeguards your current financial position and minimizes the impact of future uncertainties. We help you weather life’s unexpected challenges with strength and security.
Business Succession
You have built a successful business. Now let’s plan what comes next. We help you create and execute strategies for smooth ownership transitions and structure optimization. Whether you are preparing for a third-party sale, a management buyout, or transitioning the company to the next generation, we ensure you realize the full return on your life’s investment.
Retirement Planning
Your retirement should bring peace of mind rather than uncertainty. We design tailored income strategies that reflect your unique circumstances. We focus on diversification, tax efficiency, and sustainability so you can enjoy your next chapter with confidence.
Intergenerational Wealth Transfer
A legacy is planned with care rather than left to chance. We guide families in structuring thoughtful transfers of wealth through lifetime giving and estate design. True legacy is about more than just assets. We support family conversations through governance, education, and shared vision to preserve family harmony and prepare heirs for the responsibilities of wealth.
Philanthropy
Strategic giving unites purpose and possibility. We incorporate philanthropy into your wealth plan to maximize tax advantages and amplify impact across generations while honoring the causes closest to your heart.