How to Prepare Your Family for Wealth Transfer | Davenport & Associates

How to Prepare Your Family for Wealth Transfer | Davenport & Associates

How to Prepare Your Family for Wealth Transfer | Davenport & AssociatesJohn Davenport
Published on: 04/12/2024

Learn essential tips for wealth transfer with John Davenport from Davenport & Associates in Norwalk, CT. Discover how to communicate with family, organize documentation, and secure a smooth asset transfer.

Estate Planning
Why Estate Planning is Essential in Wealth Management | Davenport & Associates

Why Estate Planning is Essential in Wealth Management | Davenport & Associates

Why Estate Planning is Essential in Wealth Management | Davenport & AssociatesJohn Davenport
Published on: 13/11/2024

Learn why estate planning is key in wealth management with John Davenport from Davenport & Associates. Discover tax-efficient planning, personal financial goals, and secure financial future strategies.

Estate Planning
Will vs. Trust: Key Differences for Estate Planning

Will vs. Trust: Key Differences for Estate Planning

Will vs. Trust: Key Differences for Estate PlanningJohn Davenport
Published on: 04/11/2024

Discover the differences between wills and trusts in estate planning from Davenport & Associates in Norwalk CT. Learn which option suits your asset protection, privacy, and probate needs.

Estate Planning

© Copyright 2025 | Davenport & Associates | All Rights Reserved | Privacy Policy | Terms & Conditions

This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.

By Completing the Form on this page, you agree to receive sms notifications, alerts, and occasional marketing communication from Davenport & Associates. To unsubscribe, Simply reply "STOP" Your details will be held securely - we guarantee not to spam or pass information on.


This presentation is strictly informational. No investments will be promoted. However, you may be given an opportunity to schedule a follow-up session with the our team presenting the course.

J. Davenport Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

Contact us at [email protected]