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

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Frequently Asked Questions

Latest News

U.S. Census Bureau Releases Report on Young Adulthood #Millenial #Youth #Census

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The […]

MARKET WEEK: MAY 15, 2017 #MarketNews #StockMarket #Investing

  The Markets (as of market close May 12, 2017) Lackluster economic data (weak price gains and import prices that […]

Business Tax Proposals Set Stage for Upcoming Negotiations #Tax #Business #Trump

Business Tax Proposals Set Stage for Upcoming Negotiations The White House recently announced its tax reform plan — a broad […]

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Davies Wealth Management Receives 2015 Best of Fort Lauderdale Award