Helping families and businesses invest and grow everyday
We turn accurate information into actionable performance insights
We know how to anticipate, collaborate, and innovate, and create opportunities from even the unforeseen obstacles. You can rely on Davies Wealth Management.
Our advisors deliver breakthrough value
Let’s deliver the right solution
We combine in-depth customer insights with practical expertise in operations and economics to help our valued clients create sustainable, organic success.
Key Benefits
We have over 20 years of experience providing expert financial advice for both businesses and individuals. 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.
How we can help
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.
Why Choose Us?
We have over 20 years of experience in the industry and hold an advanced accreditation of CFS, respectively which allows us to take a comprehensive financial planning-based approach to our practice. We use a disciplined strategy involving modern portfolio theory to optimize asset allocation results for you.
What that means to you, is that we invest a great deal of time on the front end of our relationship in order to truly understand your needs and resources without regard to where your assets and liabilities may be held. We are very process-oriented in our approach whereby we identify an appropriate profile of your household that allows us to implement models and recommendations that help you achieve your long-term goals while taking no more risk than you have expressed is acceptable from the start.
Providing independent advice
Drawing upon research and experience
Our goal is to draw upon research and experience from throughout our professional services organization, and that of coauthors in academia and business.
Diverse Approaches
We have over 20 years experience providing expert financial advice.
Flexible Team
A young, enthusiastic team of advisers are always here to help.
Results Based
Our financial specialists ensure you get the optimum results.
We offer key transformational services and innovation that brings the breadth of our experience and industry knowledge to bear.
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how Davies Wealth Management can help you? Send us an email and we’ll get in touch shortly, or phone 1 772-210-4031 between 07:30 and 19:00 Monday to Friday — we would be delighted to speak.