Trusts, Wills & Estates
Good planning can protect you and your heirs.
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 never regret planning for life’s uncertainties.
- 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. We have many 4th generation clients. 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.
What You Need to Know About Choosing An Executor or Being One...
Libby Wildman talks to Mark Bunting, from Uncommon Sense Investor, about the role of executor — it’s not to be taken lightly! It’s a serious job and not right for everyone. We have helped many families determine the best fit and how to discuss it with everyone involved.
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.
Check out our partner, Uncommon Sense Investor, for investing insights.
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