The Firm

 

 

 

 

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Welcome!

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 will have a written service commitment. Our goal is to provide upscale service with superb efficiency to our clients. Schedule monthly pro-active contacts, quarterly client reviews and semiannual face-to face meetings (when geographically possible). This 12-4-2 service ensures that we are an integral part of our clients' lives and they know we are the "go to people" to discuss any important financial matter.

Compensation is based on fees rather than commission. What difference does that make to you? Consider this: If you are an advisor and you have two options for your client, one of which pays you more than the other, which do you recommend?

Being fee based helps avoid conflicts of interest because we aren't weighing commissions into what products we recommend. We are up front about compensation because we feel our clients have a right to know. We put our fees in writing, as well as what our clients can expect from us, our expectations of our clients and our agreement about what we want to accomplish and how we plan to do so.

We think it's the only arrangement that's fair to clients.

 

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.
We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective.

Year Firm Established
2009
Years in Financial Services
20
Years of Investment Experience
30
Custodians
2

For a free consultation to start working with us today