Davies Wealth Management

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.

Investment Planning and Strategy

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

Business Advice

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

Utilizing the latest 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.

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

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.

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