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  • Charlotte-3KN
    4521 Sharon Road Ste 375 Charlotte, NC 28211 T: 704.741.4200
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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
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Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

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Davis Investment Partners LogoDavis Investment Partners Logo
  • Davis Investment Partners
  • Charlotte-3KN: 4521 Sharon Road Ste 375 Charlotte, NC 28211
  • T: 704.741.4200
  • Map & Directions
  • Map & Directions

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