Who we work with
Is DaVinci Capital right for you? Do you:
- Want to create a financial plan that is personalized to your unique circumstances, creates a clear path towards financial freedom, and empowers you to live out your purpose, dreams and passions?
- Value responsiveness, personalized service and coordination among your professional advisors?
- Want to work with a firm dedicated to upholding the highest fiduciary standard, and has a strict Fee Only Policy to ensure the objectivity of advice?
- Seek financial advice that integrates all aspects of your wealth, including, financial planning, tax planning, retirement planning investment management and estate planning?
- Believe in a long-term disciplined, diversified approach to investing with the goal of building and preserving wealth over a long-term horizon?
- Understand and appreciate an Investment management strategy that focuses on building wealth in order to reach specific goals as opposed to tactically chasing market movements or tied to a specific benchmark like the S&P 500?
Our clients include corporate executives, pre retirees, business owners, and physicians. We have also incorporated special service models that cater to a growing group of clients that are choosing to live overseas as well as young professionals.
As our clients focus on their busy lives & careers, we focus on handling all of their financial matters so they can spend more time focusing on what they do best.