We're Not a Bank.
We Put Our Clients First
Transparency – Trust – Integrity
Davis Rea Investment Counsel, Go Beyond Wealth Management.
- We swear by the F-word. Fiduciary. That means we owe a duty to you and we’re responsible only to you.
- We build you a financial future that you and your family can depend on.
- We provide you with informed, objective advice to create an integrated wealth management plan.
- We believe in transparency and clear communication.
- We get to know you and we stay in touch. You’re not a number to us.
Davis Rea clients appreciate our personalized, integrated approach and recommend us to their children, family and friends. There is no higher praise.
I’m interested, please get in touch
- We are FIDUCIARIES and as such, we are held to the industry’s highest standard: it is our legal obligation to act in the best interest of our clients.
Get to know us: CEO John O’Connell talks about investing in good companies in uncertain times.
The real goal is well-being during all stages of your life and across future generations. It’s the real value of wealth. We support our clients in every stage of life. We help clients have difficult conversations, plan major life events and incorporate those plans in a positive, strategic, resilient manner.
Numbers Speak For Themselves
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