Business Details
Trusted Financial Advisers in Norwalk, CT
Davenport & Associates is a financial advisory firm dedicated to helping clients maximize income and legacies through strategic wealth planning. Our approach prioritizes tax efficiency, asset preservation, and legacy transfer, distinguishing us from traditional advisors who focus solely on rate of return. With decades of combined experience, we specialize in retirement income planning, tax optimization, and charitable giving strategies tailored to high-net-worth individuals. Our team has been featured on radio and television programs, including The WealthMax Blueprint and The Finance Report, where we discuss retirement planning, Social Security, and tax strategies.We provide personalized guidance to pre-retirees and retirees, emphasizing transparency, integrity, and innovative financial solutions. Our proprietary Market Guard methodology employs a data-driven, emotion-free approach to investment management. We offer complimentary resources, including our book The Wealth Maximalization Method, to empower clients with actionable insights. Our services are available to clients in Norwalk, Connecticut, and across states where we are registered. We operate under strict compliance with regulatory standards, ensuring all advice aligns with client needs and risk tolerance.
Services
Retirement Income Planning
Tax Planning
Charitable Giving
Life Insurance
Wealth Management
Highlights and features
- We utilize a proprietary Market Guard investment methodology
- Our team has decades of combined financial advisory experience
- We focus on tax-free wealth transfer strategies
- Featured on radio and television financial programs
- Offer complimentary educational resources including The Wealth Maximalization Method
Services
Retirement Income Planning
Our retirement income planning service creates customized strategies to maximize sustainable cash flow during retirement. We analyze Social Security optimization, pension structures, and tax-efficient withdrawal methods. This service helps clients maintain their lifestyle while minimizing tax liabilities through coordinated investment and distribution planning.
Tax Planning
We develop proactive tax planning strategies to minimize lifetime tax burdens. Our approach includes analyzing tax-deferred account conversions, charitable giving vehicles, and income-shifting techniques. This service focuses on creating tax-efficient investment portfolios and coordinating with clients' accounting professionals for comprehensive tax reduction.
Wealth Transfer
Our wealth transfer service specializes in creating tax-advantaged strategies for passing assets to heirs or charities. We implement advanced gifting techniques, trust structures, and life insurance solutions. This service ensures clients' wealth preservation goals align with their estate planning objectives while minimizing probate and tax exposure.
Investment Management
We provide active investment management using our proprietary Market Guard methodology. This systematic approach combines risk management with growth potential through diversified asset allocation. The service features regular portfolio rebalancing and performance monitoring to maintain alignment with clients' financial goals and risk tolerance.
Charitable Giving
Our charitable giving strategies optimize tax benefits while supporting clients' philanthropic goals. We design donor-advised fund strategies, charitable remainder trusts, and legacy giving plans. This service integrates with overall wealth transfer objectives to create tax-efficient solutions for both clients and their chosen charities.
People
John Davenport
Founder & Chief Investment Officer
John Davenport is a financial services professional with over 25 years of experience in investment management and retirement planning. He developed the proprietary Market Guard methodology and hosts The WealthMax Blueprint radio program. John specializes in creating tax-efficient wealth transfer strategies for high-net-worth clients.
Questions
What areas do you serve?
We primarily serve clients in Norwalk, Connecticut, and operate in states where we are registered as an investment advisor.
What investment approach do you use?
We use our proprietary Market Guard methodology, a data-driven, emotion-free approach to investment management focused on risk mitigation and strategic asset allocation.
How are you different from other financial advisors?
We emphasize tax efficiency and legacy planning alongside rate of return, using specialized strategies for maximizing income and minimizing tax liabilities throughout retirement.
Do you offer educational resources?
Yes, we provide complimentary resources including our book The Wealth Maximalization Method and regular financial education through radio and television appearances.
What retirement planning services do you offer?
We provide comprehensive retirement income planning, including Social Security optimization, tax-efficient withdrawal strategies, and sustainable cash flow modeling tailored to individual needs.
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