Investment FirmFinancial Services
Welcome to High Country Wealth Management! We are dedicated to providing investment management and strategic wealth planning to the High Country. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Since 1993, Jeff Davis has provided a unique and highly personalized financial planning and asset management service for retirees, small business owners, professionals and institutions. He specializes in retirement planning, estate planning, business succession planning and investment/portfolio construction/management.
As the principal of High Country Wealth Management in Banner Elk, North Carolina, the firm's mission is to ''Help guide our clients to make the best financial decisions for their future through education, communication and service which exceeds our clients' expectation.''
Specialties: Retirement Planning, Portfolio Management, Business Retirement Plans, College Savings Plans.
High Country Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
We are dedicated to professionally supporting, educating, and providing informed direction with concerns with wealth management. to each and every client.