Comprehensive Wealth Management,

Retirement Planning and Estate Planning

Between Vision And Reality...Lies Opportunity

You’ve built your wealth through vision and hard work. With a vision of the future, you can make that wealth work for you.  Lee and Jeremy Davis use their teamwork and professional resources to help Denver families and entrepreneurs fulfill their vision of long-term prosperity…for generations to come.

 A Total Vision of Your Future

Lee and Jeremy Davis are a father and son team with extraordinary vision. Lee Davis has been in the financial services business over 30 years. He’s witnessed the changing economic landscape of Denver, and through the years he’s helped hundreds of clients adjust and prosper.  Energy and compassion describe Jeremy Davis. Jeremy’s sincere and innovative approach comes from a 9 year professional career and a lifetime involvement with the financial services industry. This experience has helped him grasp the financial realities facing Denver families and entrepreneurs of today. His dedication and exceptional problem solving skills set him apart as a talented financial advisor.

Together, Lee and Jeremy work as one – two generations giving clients the total vision to plan for long-term financial security.  Lee and Jeremy offer the most comprehensive personal and business planning in the Denver area.  Their clients also include entrepreneurs and families from across the nation.  With a commitment to service and excellence, they can help you reach your financial goals – for yourself, and for your business and family.  Working together, Lee and Jeremy form the visionary wealth management team.

Connect With J.L. Davis

                            

                                                                                                          

 

The general infomation in this website should be reviewed with proper legal and accounting professionals prior to taking any action.  Though great care has been taken, neither the accuracy or applicability of this material can be assured.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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