Davis, Westerburg & Associates
Awarded 2024 and 2023 Forbes
“Best-in-State Wealth Management Teams”
Published annually in January. Rankings based on data as of March 31 of prior year.
No two clients are alike. Neither are their wealth management challenges. At Davis, Westerburg & Associates, you won’t find a “one size fits all” approach to wealth management. Our experienced team delves deep to understand your relationship to wealth and how it affects your world.
We spend time getting to know you well. By understanding what your wealth means to you, we can help you make thoughtful decisions about what you want to accomplish with it – during your lifetime and beyond. Then, we’ll work closely with you to tailor wealth management strategies to your personal goals and aspirations. Throughout our relationship, we’ll revisit your strategies and help you adjust them to changing circumstances in your life.
We know that managing wealth is complex. We’re committed to helping you smooth out the complexities so you can concentrate on what is most important in your life.
As a Davis, Westerburg & Associates client, you will have a personalized relationship with a wealth management advisor. You will also have access to a knowledgeable team with diverse personalities, skills and experience. We believe our differences are a source of strength. Each of our multigenerational team members contributes specialized knowledge and individual perspectives. What unites us as a team is our approach to wealth management. No matter which of us you speak with, you will hear a consistent message.
What you can expect from us:
Collaboration. We will work side-by-side with you to help you articulate and pursue your wealth management goals.
Communication. We encourage candid discussions about what is happening in your life and the financial markets.
Customization. We can help you create wealth management strategies and build portfolios based on your individual goals and preferences.
CIMA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
