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.
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
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.