Our clients are defined by their state of mind – not their state of wealth. At DaVinci Financial Designs, we realize once we know you, can we say what would be best for you. We live by the mantra that your values and dreams for the future are more important that what you have achieved thus far.
We are committed to selflessly designing financial strategies, built on your values, that strive to deliver the results important to you. Our goal is to help you create a Financial Life by Design – we do not want to leave anything to chance. Our planning is comprehensive. Our advice, our expertise, and our offerings span multiple disciplines. We cast a wide net to review and analyze all your financial resources – insurance, investments and banking, personal wealth, employer sponsored benefits, social security, pensions and other government benefits. In designing your financial plan, we will integrate all of these while always adhering to the strictest fiduciary standards. Our sophisticated and proven process is the “science” that designs a simple, yet holistic, financial plan.
While our office is located in Newport News, VA, arrangements to meet clients locally to the Lake Gaston area can be made by email, calling my cell phone, or calling the main office number. My staff will gladly make the arrangements for visit, as I am a permanent resident of the Lake Gaston community.