Davies Wealth Management

The Firm

In July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-only financial planning firm that prides itself on unparalleled service and performance. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action.

Our Process

We are able to draw upon all the wealth management resources available within and deliver them as a part of one comprehensive strategy. Our belief in a planning-based approach means that all relationships begin with an assessment of the four critical components of wealth management

Our Commitment

At Davies Wealth Management, we treat our clients with courtesy and integrity. Our years of experience and notable expertise ensure that your financial future is in good hands. Our consistent track record of uncompromising ethics instills confidence and trust.

Find Out What We’re All About

Take some time to meet who we are

Frequently Asked Questions

Latest News

Wall-Street-US-Flag

MARKET WEEK: AUGUST 22, 2016 #Stockmarket #Investing #InvestingNews

The Markets (as of market close August 19, 2016) By the close of last Monday, the Dow, S&P 500, and […]

35460_4995

A Quick Look at the Presidential Candidates’ Tax Proposals #Trump #Clinton #Election #Taxplans

Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s […]

race

MARKET WEEK: AUGUST 15, 2016 #StockMarket #Investing

The Markets (as of market close August 12, 2016) Talk of a possible cut in oil production following news of […]

See all our news

Davies Wealth Management Receives 2015 Best of Fort Lauderdale Award