Cash Flow Management
We assist you to make better use of your money and become financially successful.
Meet Our Team
Diverse views, common values and a team approach to creating better outcomes
Our Difference
How our approach in serving our clients sets us apart from other advisory firms
Taking the Long View
Nearly a century of experience understanding the markets and capitalizing on what lies ahead
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.
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!
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.
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.
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.
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.
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!
Friendly, knowledgeable and attentive to clients needs. Always responds promptly.
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.
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.
25yrs
of experience in investment advisory area
100+
advisory client relationships
10+
Years of true Independence