We can guide you to financial peace of mind.

Fee-only wealth management and financial planning for today's investor

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Financial Consultant Stuart, FL

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:

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Cash Flow Management

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

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Personal Insurance

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

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Retirement Planning

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

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Tax Planning

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

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Investment Planning and Strategy

Professionally managed, low cost, and customized to your situation.

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Business Advice

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

Schedule a meeting today

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

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

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  • 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

Davies Wealth Management clients say:

Davies Wealth Management
5.0
Based on 9 reviews
powered by Google
Thurman MintzThurman Mintz

15:46 01 Dec 22
Mr Davies was very responsive to all my needs and questionshighly recommend his company

ROSEANN BIRCHROSEANN BIRCH

20:46 09 Aug 22
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.

Don KarneyDon Karney

20:05 09 Aug 22
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.

Jonathan WhiteJonathan White

15:05 28 Jul 22
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!

Mitchell RofferMitchell Roffer

15:52 17 Jun 22
Friendly, knowledgeable and attentive to clients needs. Always responds promptly.

Keith RoyleKeith Royle

13:31 17 Jun 22
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 gamlielahuva gamliel

14:29 16 Jun 22
Great advice, great results!

Oren KiriatOren Kiriat

12:59 30 Jan 19
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.

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Top Financial Consultant in Stuart, FL

Davies Wealth Management
5.0
Based on 9 reviews
powered by Google
Thurman MintzThurman Mintz

15:46 01 Dec 22
Mr Davies was very responsive to all my needs and questionshighly recommend his company

ROSEANN BIRCHROSEANN BIRCH

20:46 09 Aug 22
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.

Don KarneyDon Karney

20:05 09 Aug 22
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.

Jonathan WhiteJonathan White

15:05 28 Jul 22
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!

Mitchell RofferMitchell Roffer

15:52 17 Jun 22
Friendly, knowledgeable and attentive to clients needs. Always responds promptly.

Keith RoyleKeith Royle

13:31 17 Jun 22
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 gamlielahuva gamliel

14:29 16 Jun 22
Great advice, great results!

Oren KiriatOren Kiriat

12:59 30 Jan 19
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.

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25yrs

of experience in investment advisory area

100+

advisory client relationships

10+

Years of true Independence

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