The Wealth Maximization Journey:


Too many financial advisors today focus on rate of return at the expense of everything else. The rate of return is always a focus. It shouldn’t be the only focus. There is another way to approach wealth planning that may maximize income and enjoyment in retirement while maximizing the transfer of tax-free wealth to heirs or your favorite charity.
Davenport & Associates – Financial Planners in Norwalk, CT

Associates – Financial Planners in Norwalk, CT

Davenport & Associates - Norwalk, CT

The Traditional Method


Many times interactions between clients and their brokers or financial planners are simply a comparison between what “growth” investments the client has and what better “growth” investments their firm offers. Many strategies that may help the client maximize their income or pass on more wealth to their heirs are not discussed. The client may be unaware of significant opportunities to maximize their true wealth.

Financial Planners in Norwalk, CT

Our Method


Our method creates a completely different experience. It’s about positioning all different types of assets in such a way as to create a cohesive purpose with four primary objectives:

• Maximize Income
• Maximize Legacies
• Minimize Taxes
• Direct Social Capital

Read more about our method below!

How Our Method Works

MAXIMIZE INCOME

Maximizing your retirement income, protecting that income, and making that income as tax efficient as possible.

MAXIMIZE LEGACIES

Maximizing the transfer of wealth without any adverse impact on your quality of life in retirement.

MINIMIZE TAXES

Minimizing or eliminating estate, income, and capital gain taxes and keeping more for retirement.

DIRECT SOCIAL CAPITAL

Directing what is called “social capital,” or ultimate tax dollars, to charities of your choice.

Get a Copy of Our New Book!


Get your complimentary copy of John’s influential book “The Wealth Maximization Method” today.

To get your complimentary copy of this informative book, just click the button below and fill out the form. We will contact you to get your copy to you as soon as possible.

Davenport & Associates – Financial Planners in Norwalk, CT

LET’S WORK TOGETHER

Most financial planners concentrate solely on making a quantitative difference, our goal is to make a significant qualitative difference in your lives. Call us today at 833-203-8300 to schedule a complimentary consultation or click the button below to register for an appointment.

Davenport & Associates

Financial Planners in Norwalk, CT

Call us today at 833-203-8300 to schedule a complimentary consultation or click the button below to register for an appointment.

Contact Us: 800 Connecticut Avenue | Suite E401 Norwalk CT 06854 Toll-Free: 833-203-8300 | Phone: 203-853-6300 jdavenport@wealthmaxadvisor.com