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.

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Frequently Asked Questions

Latest News

MARKET WEEK: NOVEMBER 20, 2017 #Market #Investing #Retirement

The Markets (as of market close November 17, 2017) Last week saw a mixed bag of returns as the large […]

Spanish Showdown, Slow Brexit #Brexit #Investing #Retirement #Spain

Spanish Showdown, Slow Brexit With separatists in Catalonia pushing for independence, Spain’s democratic government is facing a constitutional crisis. Meanwhile, […]

MARKET WEEK: NOVEMBER 13, 2017 #Market #Investing #Retirement

The Markets (as of market close November 10, 2017) Trepidation over proposed tax reform took a toll on large caps […]

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Davies Wealth Management Receives 2015 Best of Fort Lauderdale Award