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


MARKET WEEK: OCTOBER 17, 2016 #MarketWeek #Investing #StockMarket

The Markets (as of market close October 14, 2016) Oil prices reached a one-year high early last week, as Russia […]

bond interest

New Real Estate Sector Puts Equity REITs in the Spotlight #RealEstate #REIT #FixedIncome

S&P Dow Jones Indices and MSCI recently moved publicly traded equity real estate investment trusts (REITs) and other listed real […]


Medicare Open Enrollment Begins October 15 #Medicare #OpenEnrollment

What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare […]

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Davies Wealth Management Receives 2015 Best of Fort Lauderdale Award