Meet Our Team
Diverse views, common values and a team approach to creating better outcomes
Fee-only wealth management and financial planning for today's investor
We help our clients achieve their personal goals and objectives.
We can provide advice covering a range of areas including:
We assist you to make better use of your money and become financially successful.
Our personal insurance guide explains the different ways you can cover your finances.
We have helped hundreds of clients carefully consider their financial strategy for retirement.
Professionally managed, low cost, and customized to your situation.
Complete business advice service that covers from idea creation to cash flow forecasting.
Diverse views, common values and a team approach to creating better outcomes
How our approach in serving our clients sets us apart from other advisory firms
Nearly a century of experience understanding the markets and capitalizing on what lies ahead
Want to know if you are a good fit, before making an appointment? Fill out this questionnaire (click here) and we will contact you within 24hrs
to choose Davies Wealth Management as your financial advisor and personal financial coach
Our advice philosophy is simple — we put YOU first
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Latest insights from Davies Wealth Management
of experience in investment advisory area
advisory client relationships
Years of true Independence