Davison Wealth Management, LLC

Davison Wealth Management provides personalized asset management and financial planning to individuals, trusts, retirement plans and business owners. The firm offers portfolio management plus cash-flow and tax planning, retirement and estate planning, education funding and insurance review, and typically charges fees based on assets under management, hourly engagements or fixed fees.

The firm follows a buy-and-hold, asset-allocation approach, using mutual funds and exchange-traded funds as primary investment vehicles while employing fundamental and statistical analysis to select investments and rebalance portfolios periodically. DWM accepts limited trading discretion, may include individual securities at a client’s request, and uses custodians such as Interactive Brokers and, for some accounts, a wrap-fee platform to execute and manage accounts.

Although DWM describes itself as a fee-only advisory firm, the principal operates an affiliated insurance brokerage that offers commission-based property/casualty and life and health insurance, with those services maintained as a separate entity and disclosed to clients. The brochure also discloses a broader set of trading capabilities—including margin, option writing and short sales—than is typical for a small advisory practice, and the firm manages a relatively small roster of clients and assets in the low millions.