We can guide you to financial peace of mind.

Fee-only financial planning & investing for today's professionals.

Let's Get Started

Strategic wealth management for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Learn How We Help

Integrated Wealth Management

We can provide advice covering a range of areas including:

Cash Flow Management

We assist you to make better use of your money and become financially successful.

Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances.

Retirement Planning

We have helped hundreds of clients carefully consider their financial strategy for retirement.

Tax Planning

We help you maximize your financial plan by planning and preparing your taxes.

Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting.

Davies Wealth Management

We utilize the latest in planning technology

Davies Wealth Management is a full-service, independent financial advisory firm located in Stuart, FL, specializing in investment management for individuals, families, and business owners. We take a unique approach to financial planning that is tailored to your life goals and values. We offer an array of financial services including, but not limited too, investment advisory, cash flow management, estate planning, tax advice, retirement planning, financial planning, and more!

Choosing the right financial advisor can be a hard decision. As the renowned financial advisor in Stuart, Florida, we will help you navigate the world of financial planning. Our team of investment specialists places an emphasis on collaborative wealth management that delivers a robust and comprehensive financial planning experience. We are dedicated to helping our clients achieve security, growth, and preservation of their assets.

Here is a sample quarterly client report (CLICK HERE)               Here is a sample full financial plan (CLICK HERE)

Certified Fund Specialist

The CFS designation 1988—it’s the fourth-oldest designation in the U.S.—to fill a serious gap in the professional practice of certified financial planners.

The CFS program is recognized by the California Board of Accounting, the Certified Financial Planner® (CFP®) Board, the National Association of Personal Financial Advisors, and American College’s Professional Achievement in Continuing Education (PACE), Financial Industry Regulatory Authority (FINRA) as well as almost all of the leading Broker Dealers in the country.

CFS designation masters sophisticated investment strategies that top financial advisors use on a daily basis for risk management, taxes, and estate planning.

  • mutual funds, ETF, and REITs
  • closed-end funds and similar investments
  • advanced fund analysis and selection
  • asset allocation and portfolio construction

Institute of Business and Finance
Davies Wealth Management

Meet Our Team

Diverse views, common values and a team approach to creating better outcomes

Our Difference

Our Difference

How our approach in serving our clients sets us apart from other advisory firms

Taking The Long View

Taking the Long View

Nearly a century of experience understanding the markets and capitalizing on what lies ahead

Top Financial Advisor in Stuart, FL

Mitchell Roffer
Mitchell Roffer
2022-06-17

Friendly, knowledgeable and attentive to clients needs. Always responds promptly.

Keith Royle
Keith Royle
2022-06-17

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.

ahuva gamliel
ahuva gamliel
2022-06-16

Great advice, great results!

Oren Kiriat
Oren Kiriat
2019-01-30

Excellent source for investing. Tom is very personal and great at adapting to our individual needs and ensuring we are moving in the direction we are looking for and know we are in a trusted firm.

Christine Morris
Christine Morris
2017-09-22

Great guy with so much knowledge in the field and so many options!

6 Reasons

to choose Davies Wealth Management as your financial advisor and personal financial coach

Watch the Video

How We Work

Our advice philosophy is simple — we put YOU first

Calculator | Davies Wealth Management
  • 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.

Find out more

What our clients say:

Testimonial Author 1

We have found Davies Wealth Management to be exactly what we have needed to manage our financial matters.

Dr Mitch and Meredith, Melbourne
Testimonial Author 2

They have been extremely helpful, and very practical, in their advice on Retirement, inheritance tax planning and investment strategies.

Helen P, Pre-Retiree
Testimonial Author 3

Just to say thank you for the time you obviously put into my strategies.

Jorge L, Self Funded Retiree
Testimonial Author 4

They listened to what I want to achieve for a retirement & have guided me towards a balanced investment plan.

Jason N, IT Professional

Download Our Free Guides

(We hate spam, we won't spam you and you will always have the option to "opt-out")

horiz

horiz

horiz

horiz

25yrs

of experience in investment advisory area

100+

advisory client relationships

10+

Years of true Independence

front-page