We assist you to make better use of your money and become financially successful.
Integrated Wealth Management
How We Work
- As an independent financial advisor in Stuart, FL, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
- We are a boutique financial advisory firm and we thrive on building long-term relationships with our clients.
- Davies Wealth Management prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
- We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
What our clients say:
Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone.
Thomas really works to understand his client’s needs and provide a plan for the future and not just investment options. He’s compassionate and very knowledgeable!
I've been working with Thomas for about 9-10 years now and he has been managing my accounts. We review annually and he gives me quarterly updates as well. I trust Thomas to keep things moving in an upward direction for my retirement.
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.
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