Client Portal

My clients look a lot like you.

Here are a few scenarios of the types of people I serve.

​A couple in their 60's looking for someone they can trust.

This couple was newly retired. They wanted personal service and a trusted partner, not a slick salesman. They also wanted answers as they transitioned out of the workforce and into retired life.

We answered all their questions, then we implemented our Signature Process to provide a level of comfort and security. Now they can relax, knowing they have enough to live their best life in retirement.

A widow in her 70's worried about income reduction after the passing of her husband.

​Our client was extremely concerned about the assets that remained and having enough income due to the reduction of Social Security benefits.

We created a plan that kept the assets out of the “market” to avoid risk, with the goal of providing income she will never outlive.

​Our plan also established income streams that will begin at various intervals in the future, providing a rising income to help keep up with inflation.

​A couple in their late 50's anxious to retire and want to get on track.

This couple wanted to be proactive and secure their retirement. Using our Signature Process, we established a plan that would reduce market risk, as well as set up income streams that will coincide with retirement.

​Now they know their retirement lifestyle is not dependent on market performance. They sleep well at night knowing that their income needs throughout retirement can be met from reliable sources.

The Signature "Your Retirement Masterpiece" Process

Designed to help you ​maximize peace of mind and lifestyle during your retirement years.

Schedule A Call

We'll focus on these 5 components

Generate Income

We help ensure your expenses can be paid reliably and predictably for the rest of your life.

Reduce Risk

We utilize sophisticated institutional money management tools to lower volatility.

Lower Taxes

We implement strategies to reduce your tax burden now, and in the future.

Build Wealth

We create an investment plan for assets that are not committed to generating income.

Leave a Legacy

We maximize your giving to charities and beneficiaries in the most tax-efficient manner possible.

Here's how it works

1

Schedule a Call
We’ll chat about your concerns and goals and see if we’re a good fit.

2

Create a Custom Plan
We’ll implement our Signature Process to set you up for success.

3

Enjoy Your Retirement
Know you have enough to relax into a lifestyle you love.
Schedule A Call
I WORK WITH CLIENTS VIRTUALLY ACROSS THE UNITED STATES.

What’s Your #1 Retirement Mistake?

Take this Complimentary QUIZ to identify which of the five (5) areas of retirement is potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps.

Take the quiz
  • Info@DaVinciWealth.com
  • 501-781-2107​
Northern Arizona Office
141 S. McCormick, Suite 209,
​Prescott, AZ 86303
Office: 928-237-3411 Fax: 928-237-3399
Central Arkansas Office
Little Rock, AR
Office: 501-781-2107
I SERVE CLIENTS VIRTUALLY ACROSS THE UNITED STATES
Forms & Disclosures
© 2022 Company DaVinci Wealth. All Rights Reserved.

Advisory services offered through Delta Investment Management, an SEC registered investment advisor. All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against loss.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. ​

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Davinci Wealth and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company.