Carpenter Grace

Davenport Company is an independent employee-owned firm, founded in 1863 in Richmond, Virginia, with over 160 years of experience in wealth management and investment services. Committed to balancing stability and innovation, they offer high-quality financial advice and personal service to clients across generations, emphasizing meaningful relationships and community involvement. Recognized widely for its leadership in the financial sector, Davenport has garnered accolades such as Best Place to Work and Best Financial Planning Firm for multiple consecutive years. Their philanthropic initiative, Davenport Shares, reflects the firm's dedication to actively supporting local organizations through volunteer activities and resource allocation. Generated from the website

Investure, founded in 2003, is a full-service investment office that specializes in managing the total portfolios of a select group of endowments and private foundations. With approximately $17B in assets under management, they aim to generate excellent long-term investment performance and provide high-touch service, serving as principal investors rather than consultants. Investure focuses on serving endowments and foundations as perpetual institutions with longer-term investment mindsets and unique institutional needs. They strive to grow endowments and create a brighter tomorrow for colleges and enhance access to education, while also serving mission-focused foundations from across the country that have a vision for international peace, better communities, impactful research, and leadership development.Generated from the website

Financial Health for Today and Tomorrow.Third Millennium Advisors provides comprehensive wealth management services to successful individuals and families in the Charlottesville area, Central Virginia, and Northern Virginia. We also serve clients in other states. Our wealth management services include two key areas of planning: Comprehensive Financial PlanningInvestment ManagementThird Millennium Advisors is a privately held company. William W. Cameron founded Third Millennium Advisors in 1997, and he is the president and sole owner of the company. As an independent registered investment advisor, we are not affiliated with any provider of financial products. We work directly for our clients, and our recommendations are not biased by compensation from external parties. Our wealth management style includes in-depth financial planning, personalized investment selection and asset allocation, tax efficient planning, and risk management strategies resulting in a comprehensive solution designed to address each clients unique financial situation. In general, our clients are highly educated, successful professionals technologists, engineers, entrepreneurs, and others to whom finances and investing are no mystery. Our clients look to us to provide the same level of care and analysis that they would use in their analyses if they had the time