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

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MARKET WEEK: SEPTEMBER 26, 2016 #MarketNews #StockMarket #Debate #Investing

MARKET WEEK: SEPTEMBER 26, 2016 The Markets (as of market close September 23, 2016) Buoyed by news from the Fed […]

The Wall Street bronze Bull looks out to an empty Broadway in Lower Manhattan, New York, early August 28, 2011 as Hurricane Irene hits the city and Tri State area with rain and high winds. New York City resembled a ghost town after 370,000 people were told to evacuate flood-prone areas, including near Wall Street and at Coney Island, and mass transport was shut down. AFP PHOTO/Stan HONDA (Photo credit should read STAN HONDA/AFP/Getty Images)

MARKET WEEK: SEPTEMBER 19, 2016 #StockMarket #Investing #MarketNews

The Markets (as of market close September 16, 2016) Volatility in the markets reigned last week as each of the […]

The Wall Street bronze Bull looks out to an empty Broadway in Lower Manhattan, New York, early August 28, 2011 as Hurricane Irene hits the city and Tri State area with rain and high winds. New York City resembled a ghost town after 370,000 people were told to evacuate flood-prone areas, including near Wall Street and at Coney Island, and mass transport was shut down. AFP PHOTO/Stan HONDA (Photo credit should read STAN HONDA/AFP/Getty Images)

MARKET WEEK: SEPTEMBER 12, 2016 #StockMarket #Investing #StockMarketNews

The Markets (as of market close September 9, 2016) Equities indexes rebounded early last week as lackluster economic reports in […]

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Davies Wealth Management Receives 2015 Best of Fort Lauderdale Award